FINANCIAL PLANNING GROUP
Financial planning
Australia’s third biggest financial planning dealer group, Count Financial, has been valued at $222 million by an independent actuarial evaluation...
Editorial
Count Financial Limited has reported a $9.01 million net profit for the year to June 30, 2004 - up 53 per cent or $3.14 million on the previous corresponding period....
Financial planning
Associated Planners Financial Services (APFS) shareholders delivered a landslide vote last week in favour of Challenger Financial Services Group’s (CFSG) proposal to acqu...
Financial planning
Associated Planner Financial Services shareholders delivered a landslide vote this morning in favour of Challenger Financial Services Group's proposal to acquire the deal...
People & Products
Former Bridges Financial Services managing director David Bleakley will join ING as the RetireInvest board chair, Tandem director and chair of the Investment Selection Co...
Financial planning
Melbourne-based dealer group Quadrant Securities is set to buy the 50 per cent stake held in it by Challenger Financial Services Group (CFSG), through dealer group Garris...
Financial planning
Capstone Financial Planning will open offices in another two states beyond Victoria and South Australia maintaining the momentum it held late last year when it signed up ...
Financial planning
New Zealand based financial services group Tower has announced a $NZ35.8 million writedown of its Australian financial planning business, Bridges Financial Services, to r...
Financial planning
Investor Group has reached an in principle agreement to purchase Queensland accounting and financial planning business TCM Partners, rounding off a year of acquisitions f...
Financial planning
Sealcorp dealer group Pact will be rolled into its sister dealership Securitor later in the year in a bid to sharpen brand focus and respond to the changing needs of its ...
Financial planning
Two years ago, financial planning group Prescott Consulting did not exist. Today, the group has been slated as Investor Group’s premier financial planning brand. Kate Kac...
Financial planning
They were the wheelers and dealers, the movers and shakers, the dreamers and schemers of an industry about to happen. They launched dealer groups and funds management com...
Financial planning
Counterpoint is to provide investment research and portfolio design services to the Snowball Group following incumbent research and asset consultant to the group, Dominic...
Financial planning
Financial planning group FuturePlus will look to open offices in both Newcastle and Western Sydney as part of an ongoing program to provide financial planning services in...
Financial planning
Even though Count Wealth Accountants’ managing director Barry Lambert says, “Our emphasis is not on growth – not to be the biggest, just the best”, this philosophy has se...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
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...