FINANCIAL PLANNING BUSINESS

Expert Analysis

The demand for financial planning businesses for sale isn’t decreasing but firms need to know how to value their business to achieve the best price, writes Fiona Ettles. ...

Features

The career paths of financial advisers have twisted and turned with every development and tweak of legislation in the industry. Jassmyn Goh finds out what career paths lo...

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Financial planning

An oversupply of buyers and an undersupply of advice practices could lead buyers into making the wrong purchase, Paul Tynan warned....

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Financial planning

Valuations of financial planning practices are set to stay steady over the next 12 to 24 months provided the banks maintain their current lending practices, a business br...

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Editorial

The Commonwealth Bank has shrugged off its challenges to post a solid quarter....

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Financial planning

The Commonwealth Bank has moved to lift education standards for planners, supervisors and managers of planners....

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People & Products

IOOF-owned Bridges gets Perpetual’s Nick Langton as new CEO....

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Financial planning

ASIC has outlined four key areas for regulatory improvement - including for a national exam, a wider register and greater banning powers....

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Editorial

The strong performance of AMP’s financial planning business was not enough to offset a “challenging” year in the life insurance sector. ...

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Financial planning

Platform provider netwealth has launched a mobile web app for advisers and announced a number of other major upgrades for 2014....

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Editorial

In a bidding war that has lasted much of the year, The Trust Company board recently advised its shareholders to reject the latest takeover proposal by Equity Trustees in ...

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Editorial

Christine Swanson was one of the key driving forces behind the launch of the Association of Financial Advisers’ Inspire initiative, which was created to connect and encou...

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Editorial

Financial advisers should beware dealer groups that promise them the world during the courtship phase but fail to deliver once the marriage contract is signed, writes Ann...

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Financial planning

Well-known financial services lawyer Peter Bobbin and his firm are now part of a wider legal and wealth management group after its parent company purchased a financial ad...

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Financial planning

Law firm ILH Group has announced it will expand into the wealth management space by acquiring a financial planning business....

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

6 days 14 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

6 days 15 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago