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FINANCIAL PLANNING BUSINESS
Financial planning
Client segmentation has been an industry buzzword for a long time, with most advisers familiar with what it means to classify clients as an A, B, C or D type based on the...
Financial planning
Professional Investment Services has revealed another plank of its strategy for offshore expansion, announcing plans for a new business servicing offshore financial advis...
Financial planning
There is a degree of confusion by some practitioners in the financial planning and accountancy fields as to the ability of an accountant to give advice to a client of the...
Financial planning
Industry, government and corporate superannuation funds have been included for comparison in an updated version of a Mercer Investment Consulting superannuation fund asse...
Financial planning
Demand for both financial planners and paraplanners continues to increase, with the introduction of choice of fund driving the recruitment of salaried advisers, according...
Financial planning
The part sale of Professional Investment Services (PIS) is beginning to cast aspersions on the future of the country’s other large independent dealer group, Count Financi...
Financial planning
The Packer media empire will play a large part in Challenger’s bid to make a household name of its rebranded dealer group, Genesis Wealth Advisers....
Editorial
Shareholders in listed financial planning business Count Financial have been given good news for the second time in a week, with the group announcing that it predicted fi...
Financial planning
With a philosophy of ‘looking out for people’ borne from his West Australian country upbringing, Lawrie O’Neill provides holistic lifestyle-based financial advice....
Financial planning
Macquarie Financial Services has agreed to purchase the New Zealand financial planning business of accounting giant PricewaterhouseCoopers....
Financial planning
Agriculture finance specialist Rabobank has set its sights on the growing market for advice in rural areas, after moving to take full ownership of its financial planning ...
Financial planning
Westpac financial planners that aren’t Certified Financial Planners (CFP) have been given 18 months to attain the designation if they wish to progress within the organisa...
Financial planning
CPA Australia will reshuffle its financial planning services with Christopher Benson set to take over the role of financial planning manager from Kath Bowler....
Financial planning
Australian Unity will accelerate its campaign to build its financial planning business in New South Wales after announcing merger plans with Grand United Friendly Society...
Financial planning
Increasing levels of industry sophistication and improving technology mean existing financial planning proprietors wishing to sell their business will no longer be able t...
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Podcast
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...
So we are now underwriting criminal scams?...