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Financial planning
Financial Planning Association chief executive Ken Breakspear will step down from the role on October 10, indicating he would not renew his contract and end his 15 years ...
Financial planning
Adviser Ratings, the group set up by David Child to rate financial planners, has dropped its upfront fee for an assessment....
Financial planning
Perpetual Trustees has lost another of its senior executives, with chief financial officer Michael Stefanovski resigning last week to accept a position at another company...
Financial planning
The general manager of research at InvestorWeb, Toby Potter, has left the group, departing on Friday after two years with the group....
Financial planning
Australia’s industry based superannuation funds have strongly rejected what they regard as the Federal Government’s “pre-emption of due process” by regulating for superan...
Financial planning
Last week a senate committee released its recommendations on retirement income and as Freya Purnell writes politicians remain divided on the issue despite widespread indu...
Financial planning
Some former high-flying industry faces have disappeared from the financial planning landscape altogether. Julie Bennett and Mike Taylor report....
Financial planning
The Financial Planning Association (FPA) has lifted the bar for education with a mandated degree entry to its Certified Financial Planner (CFP) program from January 1, 20...
Financial planning
The former head of the Australian Stock Exchange (ASX) Fund Connect project has joined its rival Ausmaq as a consultant in what the group says is a bid “to push it the la...
Financial planning
The Financial Planning Association (FPA) has criticised planners who term client risk profiles as either ‘conservative’ or ‘aggressive’, arguing that such an approach can...
Financial planning
BT Financial Group has struck a deal with six dealer groups renewing agreements to provide them with its wrap platform for five years....
People & Products
Former Westpac head of financial planning and advice Brett Himbury has made the move to the Commonwealth Bank (CBA), being appointed yesterday to the role of executive ge...
People & Products
Avanteos chief executive Mark Papendieck will step down from the group after concluding his three year employment contract and will be replaced by former Commonwealth Ban...
Financial planning
The turnaround in Platinum Asset Management’s decision to withdraw its funds from the Macquarie Wrap platform investment menu was not related to fees in any way, says Pla...
Financial planning
Dealer group Premium Accounting has signed on with Adviser Resource Centre (ARC), growing the number of dealer groups signed to the service this year to 10....
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Podcast
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...