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Financial planning
The Financial Planning Association (FPA) yesterday welcomed the Federal Government’s renewed commitment of introducing its superannuation choice and portability policies....
Financial planning
The Financial Planning Association (FPA) will hold a meeting of its 31 chapter chairs this week to combat what it sees as problems communicating with its membership base....
Financial planning
Financial services group Promina will attempt to raise up to $2.1 billion in its upcoming listing on the Australian Stock Exchange (ASX) in May....
Financial planning
Sealcorp has rounded out its Asgard platform offering with the addition of superannuation and pensions to its wrap account to sit alongside the investment options introdu...
Financial planning
JBWere and Goldman Sachs today formalised the merging of their Australian and New Zealand operations in a deal which sees the latter take a 45 per cent stake in the Melbo...
Financial planning
Small dealer groups are back on the agenda as members of three bodies representing small planning groups have agreed to meet to discuss the creation of a national executi...
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....
Financial planning
The Financial Industry Complaints Scheme (FICS) has agreed to undergo major changes after an independent review called for a revaluation of its complaints handling proced...
Financial planning
The Commonwealth Bank group has purchased Avanteos and will roll out the platform provider’s systems across its three dealer groups in a deal struck last week....
Financial planning
The Association of Independently Owned Financial Planners (AIOFP) has attacked the Financial Planning Association over its handling of recent industry criticism brought b...
Financial planning
The recent ACA/ASIC survey was particularly scathing of the quality of financial planning advice provided by large distributors. George Liondis investigates....
Financial planning
The Financial Planning Association (FPA) has foreshadowed a greater focus on the needs of small dealer group after it announced a series of initiatives today aimed at sup...
Financial planning
Investor Group has made the first moves in the acquisition of Stockford businesses, purchasing the Stockford Collins Street accounting and financial planning business....
Financial planning
The Commonwealth Bank group (CBA) has bought out Avanteos and is slated to roll out the platform provider’s systems across its three dealer groups in a deal struck last w...
People & Products
Suncorp Metway has poached another Commonwealth Bank executive to fill one of its top jobs, this time the position of head of wealth management....
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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...