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Financial planning
The Investment and Financial Services Association (IFSA) and the Financial Planning Association (FPA) have joined forces in support of the Financial Services Reform Act (...
Financial planning
AMP Financial Services (AMPFS) has announced a restructure that will split the group into two groups centred around the distribution and manufacturing arms....
Financial planning
After three years at Alliance Capital Management, director of Australian equities Don Low will retire in February....
Financial planning
Portfolio administration service provider Symetry has restructured its operations to prepare for further business growth, which includes plans for greater platform and eq...
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 ...
Financial planning
It took less than a week and hardly gave anyone time to ask where he would appear next but Chris Cuffe is back in the saddle having taken on the role of chief executive w...
Financial planning
The Royal & SunAlliance Group’s Australasian arm has been renamed Promina in preparation for its upcoming float....
Financial planning
The Financial Planning Association (FPA) has fired a pre-emptive salvo ahead of the release of the Australian Consumer’s Association (ACA) report on the quality of financ...
Financial planning
The financial planning industry is bracing itself for another attack on its credibility ahead of the release of a damning report expected to call for Government intervent...
Financial planning
After less than six months in her role as head of executive services, Macquarie Financial Service’s Jane Watts has been promoted to the position of head of wealth managem...
Financial planning
Financial planning software provider IWL has ended months of speculation by launching its much anticipated takeover bid for online broking group Sanford....
Financial planning
Count Wealth Accountants has signed with Australian Skandia to make use of the group’s platform which it plans to formally launch in mid February....
Financial planning
Royal and SunAlliance general manager for sales and marketing Ken Brewer has left the group after a round of sudden death departures took place earlier this week....
Financial planning
The announcement by Colonial First State (CFS) that its long running and high profile chief executive, Chris Cuffe, was resigning from the organisation has surprised few....
Life/Risk
Professional Investment Services (PIS) is moving against broad industry trends to add risk insurance and taxation services within financial planning businesses....
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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...