FINANCIAL ADVISER
Financial planning
InvestorWeb is to introduce a six star rating system for managed funds early next month....
Financial planning
Former Garrisons financial planner Phillip John Maguire has been banned from acting as a financial adviser due to bankruptcy....
Financial planning
The proportion of self directed investors is on the wane, according to a new study by Macquarie Investment Management....
Financial planning
Investors objecting to the Waltus property syndicate merger have had their case thrown out of the Court of Appeal....
Financial planning
Property investment group Waltus will continue with its plans to merge 27 of its syndicates into one company, following the refusal of New Zealand’s High Court to issue a...
Financial planning
More than 70 financial adviser practices have signed up franchise agreements with the Mawson Securities since the group launched in July....
Financial planning
Melbourne-based wrap developer ObjectMastery has signed a deal with the UK’s Association of Investment Trust Companies (AITC) to market listed investment trusts....
Financial planning
Opponents of the Waltus scheme to amalgamate most of its property syndicates into a single company are preparing an appeal following a loss in the High Court earlier this...
Financial planning
Opponents of the Waltus scheme to amalgamate most of its property syndicates into a single company are preparing an appeal following a loss in the High Court earlier this...
Financial planning
Christine Buckland has become the third head of Macquarie’s private banking business to depart this year....
Financial planning
CPA Australia has stepped up its move into financial planning with the announcement of a financial planning conference....
Financial planning
Prominent industry figure Anthony Starkins dropped a bombshell on the financial planning industry earlier this month when he called on the Government to outlaw commission...
Financial planning
Westpac Financial Services has completed the rollout of electronic education tools for its 550 financial planers....
Superannuation
While master trusts are a big part of the local scene they have yet to make a real impact in the UK market. JASON SPITS looks at why the market is set to change in the ne...
Financial planning
Superannuation consultant Industry Funds Services (IFS) has bolstered its financial planning network with the addition of three planners....
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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...