FINANCIAL PLANNERS
Financial planning
Faster, higher, stronger could easily be the motto of the Bridges group, as it strives to continually add more value for its planners and clients. Freya Purnell reports....
Financial planning
Financial Planning Services (Australia) has risen rapidly through the dealer group ranks, writes Freya Purnell....
Financial planning
Personal service for advisers and clients is only one of the hallmarks of Australian Investment & Financial Planners. Craig Phillips reports....
Financial planning
Treading a familiar path, John Ardino left an institution following a takeover to start an independent group. Ten years later it is still going. John Wilkinson reports....
Financial planning
Australia’s most public example of succession planning Jordan Rivkin, talks to Rebecca Evans about his new interest towards long-term investment propositions and the fina...
Financial planning
The Australian Tax Office has reassured financial planners and investors today by indicating commonly-used superannuation strategies will not attract the anti-avoidance p...
Financial planning
Charles Sturt University has joined the small band of Australian universities offering a Masters of Financial Planning degree after striking a deal with the Sydney-based ...
Financial planning
Former Challenger executive Jamie Kelly has started up his own practice to offer locum services to the financial planning industry....
Financial planning
The Australian Taxation Office (ATO) is set to release guidance on superannuation re-contribution strategies employed by financial planners to leverage tax benefits....
Financial planning
Ipac Securities remains on the acquisition trail after yesterday reaffirming its continuing efforts to become a national business and could announce a series of developme...
Financial planning
Aon Australia has commenced a program to grow its two financial planning arms by leveraging off its strong presence in the small to medium enterprise (SME) market by enco...
Financial planning
The Australian Taxation Office in consultation with the Australian Securities and Investments Commission will not move to regulate ‘incidental’ tax advice given by financ...
Financial planning
Risk insurance group PrefSure Life will cut its ties with up to 1500 financial planners choosing instead to focus on a core group of 45 advisers, saving $3 million in exp...
Financial planning
Professional Investment Services shareholders will decide on whether to publicly float the group at its annual general meeting in October with strong profit growth this y...
Financial planning
The Financial Planning Association has clashed with the Australian Investors Association over the latter accusing the FPA of making false and misleading statements along ...
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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...