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Financial planning
The Financial Planning Association (FPA), in an attempt to stave off criticism it fails to fully represent its membership base, has appointed two staffers to focus solely...
Financial planning
The Association of Financial Advisers (AFA) has finally settled on a professional designation for its members, registering the Authorised Financial Adviser Australia (AFA...
Financial planning
Associated Planners Financial Services and Total Super have formed a self managed superannuation fund (SMSF) support alliance they say will strengthen their approach in t...
Financial planning
Ipac Securities is expanding its business reach to cover the Brisbane financial planning market, after announcing plans to open an office there this month....
Financial planning
Adelaide-based financial planner David Middleton has called on the industry to come up with a risk-profiling process that puts the client’s needs first or run the risk of...
Editorial
National Australia Bank (NAB) has reported a $205 million write-down of its $6.5 billion wealth management business due to the continued lacklustre performance of global...
Funds management
With over two decades in the game, dealer manager Michael Summers has always kept his practices ahead of their time. John Wilkinson reports....
Financial planning
The Symetry investment platform has flagged an extensive expansion program moving beyond its current master trust business into a range of dealer services and client acce...
Financial planning
Adviser Edge has been chosen by Hillross Financial Services, AMP Financial Planning and Arrive Wealth Management to provide research on agribusiness managed investment sc...
Financial planning
Guardian Financial Planning was created as a haven for risk-based advisers in the face of the Financial Services Reform Act (FSRA) and, as Simon Segal writes, the group h...
People & Products
Westpac head of financial planning and advice Brett Himbury left the group last Friday amid news that a new wealth management distribution role would be created within th...
Financial planning
The Australian Securities and Investments Commission (ASIC) has responded to industry concerns about the need to regularly prepare supplementary product disclosure statem...
Financial planning
The Australian Securities and Investments Commission (ASIC) has placed extra conditions on the securities dealers’ licences of Permanent Trustee Company and Permanent Inv...
Financial planning
Godfrey Pembroke has long been regarded as a premium financial planning group, but with new owners and a new chief, will it retain that crown? Lucie Beaman looks at the G...
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....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...