Adviser Edge has been chosen by Hillross Financial Services, AMP Financial Planning and Arrive Wealth Management to provide research on agribusiness managed investment sc...

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...

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...

The Australian Securities and Investments Commission (ASIC) has responded to industry concerns about the need to regularly prepare supplementary product disclosure statem...

The Australian Securities and Investments Commission (ASIC) has placed extra conditions on the securities dealers’ licences of Permanent Trustee Company and Permanent Inv...

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...

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....

The resources committed to practice management have been considerable, with small and large dealer groups addressing the issue in different ways. But as Peter Dawson expl...

The Count Financial Group is set to launch an superannuation trustee administration platform in conjunction with Trust, the group created out of the merger between Perman...

Melbourne-based fund manager Equity Trustees (EQT) has acquired the $110 million Wealthpac Access Master Trust, which has 7,600 members and is comprised of employer super...

Tom Collins argues that contrary to what the regulators and lawmakers are saying about cleaning up the financial services industry, the solution will be found in redefini...

Financial services education and compliance provider Integratec will expand into stockbroking education following Bell Potter Securities joining its online continuing pro...

APIR Systems has signed up Brisbane-based dealer group Australian Investment and Financial Planners (AI&FP) as the first full-service user of its Compliance Reference Ser...

The implementation of compliance programs by Australian financial services companies are being hindered by a lack of resources, the perception compliance is not core busi...