FINANCIAL PLANNING GROUP
Financial planning
If we thought we had problems in Australia, they pale in comparison to those besetting the financial planning industry in Canada. Julie Bennett and Lucie Beaman report....
Financial planning
The inaugural Business Development Manager (BDM) of the Year Award was hugely popular, with hundreds of readers nominating 98 BDMs for the award. Culling the list to a ma...
Financial planning
Tribeca Corporation, the owners of financial planning education and training provider Integratec, have purchased the Investment Training College (ITC) set up by industry ...
Financial planning
Guardian Financial Planning was created as a haven for risk-based advisers in the face of the Financial Services Reform Act (FSRA) and, as Simon Segal writes, the group h...
Financial planning
Godfrey Pembroke has long been regarded as a premium financial planning group, but with new owners and a new chief, will it retain that crown? Lucie Beaman looks at the G...
Financial planning
Following its recent damning report into the planning industry, ASIC is pledging to come down hard on wayward planning groups, but some say the watchdog is overstepping t...
Financial planning
The recent ACA/ASIC survey was particularly scathing of the quality of financial planning advice provided by large distributors. George Liondis investigates....
Financial planning
RetireInvest has given an enforceable undertaking to the Australian Securities and Investments Commission (ASIC) after an investigation by the regulator found the financi...
Financial planning
Australia’s burgeoning master trust and wrap platform market has continued to draw a significant portion of retail investment funds, but has not been able to escape the o...
Financial planning
AXA has reshuffled its dealer group management team resulting in all external planners coming under one manager and the position of another being scrapped....
Financial planning
New Zealand based financial services group Tower has announced a $32 million writedown of its Australian financial planning business, Bridges Financial Services, to recor...
Financial planning
The opportunity to take an equity stake is one of the most important features advisers look for when choosing a master trust or wrap. But could it leave the financial pla...
Financial planning
If the Most Influential list was to have a rising star among its ranks that person for this year would have to be AMP chief executive Andrew Mohl....
Financial planning
The Sealcorp owned Asgard investment platform has signed its first ever deal to build a badged version of its new wrap account, the eWrap, for a financial planning dealer...
Financial planning
Deakin Financial Services Group today announced the appointment of two new managers to its State offices in Western Australia and Victoria....
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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...