FINANCIAL PLANNING BUSINESS

Editorial

Barry Lambert looks at the underlying value of an AFSL, why you might avoid buying one and the likely impact of licensing accountants. ...

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Funds management

The aftermath of what was deemed the largest superannuation fund fraud in Australian history has seen only one individual jailed so far, with most other parties having th...

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Financial planning

Half of former Whittaker Macnaught advisers have set up their own practices under CBA-owned Financial Wisdom, while Eureka and MSI Taylor are picking up the rest of the b...

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Financial planning

ASIC deputy chair Peter Kell has cautioned dealer groups on hiring planners who previously worked for dodgy advice practices....

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Financial planning

Mortgage Choice Financial Planning has embarked on the 'soft launch' of the mortgage broker's planning business, opening the doors to two new franchises....

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Funds management

HLB Mann Judd Melbourne will create a new wealth management division to be headed by financial adviser Andrew Lord....

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Financial planning

This year's Financial Planner of the Year awards saw a list of diverse yet high-calibre financial planning professionals enter the finals....

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Financial planning

It was Michelle Tate-Lovery's drive to professionalism and focus on client education which won her the 2012 Money Management Financial Planner of the Year title. Milana P...

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Financial planning

Boutique planners need to develop a specialised business model in order to compete against "mass service providers", says Next Step Financial Strategies partner Neil Whit...

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Editorial

AMP's third quarter cashflows announcement points to contribution made by wealth management and SMSFs....

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Financial planning

Mortgage Choice has opened a financial planning business which will commence initial operations next month and aims to have 60 advisers within three years....

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Financial planning

Financial planning firms are increasingly likely to link with mortgage brokers, but the different skill sets, remuneration models and legal interpretations remain a barri...

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Financial planning

Adding an accounting practice to a financial planning business is harder to pull off than advisers may think, according to JNP Capital managing director Jason Phillips....

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Financial planning

Melbourne-based financial planning business FMD Financial has acquired two advisory firms - Investwell Financial Planning and Financial Lifestyle Managers....

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Financial planning

Centrepoint Alliance has entered into a conditional agreement to sell its Singaporean financial advice business to Aviva Asia Holdings....

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

1 day 18 hours ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

1 day 19 hours ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

1 day 19 hours 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 3 weeks 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 1 week ago

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

9 months 3 weeks ago