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Wrap administration provider Praemium Portfolio Services has announced its intention to list on the Australian stock exchange through an $18 million initial public offeri...
Financial planning
People who invested in a Packer-backed Challenger Financial Services’ property fund that invested in a Sydney shopping centre will only get a third of their original inve...
Financial planning
The continuing trend of investment management firms concentrating on either manufacturing or distribution will create a “new independent advice world”, where financial pl...
Financial planning
The Financial Planning Association (FPA) believes the results of the Australian Securities and Investments Commission’s (ASIC) most recent Shadow Shopping survey reflect ...
Financial planning
Australian agribusiness investors have been warned to check the commission their financial planners receive and to access independent research themselves, before making a...
Financial planning
A senior Westpoint director has accused auditor KPMG of already knowing about the failed developer’s problems before ticking-off its reports....
Financial planning
Complaints by consumers against financial planners plummeted yet again in 2005 according to the industry’s chief complaints resolutions service, which has also just won a...
Financial planning
Challenger-owned dealer group Genesys Wealth Advisers is looking to Australia’s high school students to find the next generation of financial planners....
Financial planning
Since losing a large part of its advisory base, SMF-owned dealer group Lynchpin has changed its name to Wealth Managers, installed a new advisory software provider, and c...
Financial planning
Despite one in five financial planners falling foul of the corporate regulator in its latest shadow shopping exercise, and the resulting negative coverage in the mainstre...
Financial planning
Financial planners have received another bad rap from the corporate regulator, with its latest shadow shopping report concluding that close to one in five advisers gave u...
Financial planning
The Financial Planning Association has said the nature in which commissions were disclosed to Westpoint clients, not just the size of commission payments, should be the m...
Financial planning
Although financial planners think the Westpoint collapse can be blamed on a host of related parties, they are prepared to shoulder some of the responsibility....
Financial planning
Axa will expand its advice footprint by purchasing, through its ipac dealership, equity stakes held by advisers in South Australian-based independent business Portfolio P...
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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...