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Financial planning
The complexity of financial planning has become a burden, however, as Prue Moodie writes, one suggestion may provide the answer, though it may not be warmly received....
Financial planning
The Alternative Investment Management Association (AIMA) is to launch a series of forums in a bid to educate financial planners on the merits of investing in hedge funds ...
Financial planning
Share-broking and financial planning group Tolhurst Noall has appointed former Potter Warburg senior executive, John Wilson, as its new managing director and CEO....
Editorial
Deakin Financial Services has reported an operating loss of $776,403 for the first half of this financial year, and predicts this will increase to a loss of $1.2 million ...
Funds management
Boutique property fund manager MacarthurCook is poised to achieve its back-door Australian Stock Exchange listing after shareholders in Local Telecom and Internet agreed ...
Life/Risk
The chief executive of the Financial Planning Association (FPA), Ken Breakspear, flew to London last week in the hope of clinching a deal to set up the association’s own ...
Superannuation
A new industry body has been launched with the hope of raising industry standards amongst financial planners operating in the self managed super fund (SMSF) sector....
Financial planning
The results are out and on behalf of Money Management, Nick Bruining is proud to announce the winners of the inaugural Felsy Awards....
Financial planning
Fledgling property investment company MacarthurCook Investment Managers has struck a deal with a listed internet provider to achieve a backdoor listing....
Financial planning
Listed financial planning business Investor Group has confirmed that it is considering an acquisition of parts of troubled accounting and financial planning consolidator ...
Financial planning
The Financial Planning Association (FPA) could have its own in-house professional indemnity (PI) solution for members within a month, if the association approves a propos...
Financial planning
The Treasury Group has flagged the possibility of setting up a listed investment company to expand further into the financial services and boutique funds management secto...
Financial planning
John Hamer, the head of master trust services at Challenger, has left the business after the first round of restructuring took place at the group in line with announcemen...
Financial planning
The US based Cerulli Associates research group has reaffirmed its much publicised prediction that Australia’s investment platform marketplace is heading for considerable ...
Financial planning
The Financial Planning Standards Board (FPSB), a new international body being set up to oversee the global Certified Financial Planner (CFP) qualification, has announced ...
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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...