Fortnum recruits Sal Torrisi to lead its invesetment administration arm....
Australian Unity has completed its acquisition of dealer group, Premium Wealth Management....
Former Charterbridge Davey chief executive, Venn Williams is heading up a new venture seeking equity in financial planning firms....
AMP has announced the rationalisation of Genesys with member firms being given the opportunity to transition to other AMP licensees....
Dealer group head laments lack of consultation with planning industry ahead of launch of Adviser Ratings....
Clearview announces new management structure in wake of Matrix acquisition....
Financial services group Spring FG says it will never be pursuing a dealer group model again after a “bitter experience” with a rogue licensee last year. ...
Leading the way after the first part of the Money Management Rate the Raters survey, Lonsec's place as the number one research house was put under pressure when the deale...
Synchron has warned that independent licensees are under threat from double taxation as State treasuries pursue payroll tax....
Improved performances across a range of metrics are giving financial planners reasons to be optimistic according to the latest Investment Trends Planner Business Model Re...
Proposals to introduce a ‘restricted advice’ label would help to bring transparency to the financial advice consumers Infocus managing director Rod Bristow believes....
Dealer group Libertas Financial Planning expands its dealer services model to accountants and signs first accountancy practice to the service....
TFS rewards Countplus with a further planning network growth and the taking of strategic stakes in member practices....
Australian Unity planning chief executive points to adviser backlash against vertical integration....
Nearly 50 per cent of financial advisers access PI insurance through one of three insurers with CGU supplying nearly a quarter of planners with PI cover....
trustees are already requesting such confirmations when advisory fees (even via fixed term agreements) are deducted from...
CSLR should be broken down into 2 sub sectors, one for product manufacturers and one for financial advisers. Product ma...
We must stand up and show our opposition to both the ASIC Levy and CSLR as they both contribute to the high cost of advi...