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Financial planning
Challenger Financial Services Group shareholders voted at the group’s annual general meeting yesterday to a resolution to consolidate the firm’s shares as part of a one f...
Financial planning
Tower’s decision to opt for a float of its wealth management arm instead of a trade sale was driven in part by a legacy agreement between its dealer group, Bridges Financ...
Financial planning
Ten financial services professionals were jailed, 64 advisers were banned - 19 of them permanently - and 51 civil proceedings were taken against 118 people or companies, ...
Financial planning
A senior Liberal backbencher and chairman of the Senate Select Committee on Finance and Administration, Senator John Watson has praised the approach to superannuation by ...
Financial planning
The need for Australian’s to provide for themselves in retirement and seek good financial advice has been reinforced by a new report predicting the government is likely c...
Editorial
While the short-term outlook for sharemarkets is looking rosy, investors shouldn’t be complacent about looking for alternatives, writes Dominic McCormick....
Financial planning
Listed financial services firm Snowball Group has forged its second advice alliance in as many months after announcing it has struck a deal with Sydney-based planning pra...
Financial planning
The ‘product flog’ is hampering attempts at professionalism by financial planners. The big institutions need to ease the sales pressure on advisers, writes Ray Griffin....
Financial planning
A trio of superannuation funds totalling collective assets of nearly $700 million and more than 13,000 members today announced their decisions to outsource the operation ...
Financial planning
A passionate advocate for an industry change to fee-for-service based financial planning has become only the 34th person to be awarded a fellowship of the Financial Plann...
Financial planning
NZ-based general and life insurance firm Tower will seek to grow by acquisition using a $130 million cash payment it will receive next year from the sale of its wealth ma...
Financial planning
Australian Unity will accelerate its campaign to build its financial planning business in New South Wales after announcing merger plans with Grand United Friendly Society...
Financial planning
Australia’s prudential regulator is in a stronger position to monitor the banking, general insurance and superannuation industries thanks to receiving a significant boost...
Financial planning
MacarthurCook Funds Management and WH Souls Pattinson and Company will commence accepting offers from investors this week and next ahead of scheduled public listings of f...
Financial planning
Suspected violations of the Financial Planning Association’s code of conduct have increased this year, prompting the association to augment its efforts to investigate que...
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...