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FINANCIAL PLANNING GROUPS
Financial planning
Major institutional financial planning groups saw a combined loss of 600 planners this year, according to Money Management’s TOP 100 Financial Planning Groups Survey....
Financial planning
A former NAB executive will launch an online entry level advisory service aimed at consumers who do not require comprehensive advice or fall outside typical the client ty...
Financial planning
LifePlan Funds Management reacts to adviser demand by creating new national position....
Financial planning
Platform provider HUB24’s acquisition of Paragem has been completed....
Top 100
Wide variations in the number of financial planners reported to be operating in the industry has been a feature of the sector for some years but, as Jason Spits writes, a...
Financial planning
Brisbane-based planning chief executive argues institutionally-aligned advisers need to question their roles....
Policy & Regulation
New research suggests bank-aligned planning groups might suffer if consumers become fully aware of their parentage....
Top 100
Telstra Super Financial Planning has the most valuable financial planners in the corporate and industry super arena with high levels of funds under advice and funds under...
Financial planning
Telstra Super Financial Planning has the most valuable financial planners in the corporate and industry super arena with high levels of funds under advice and funds under...
Top 100
Media reports suggesting AMP and the big four banks own 80 per cent of financial planners are incorrect with their actual ‘ownership’ levels of financial planners below 6...
Financial planning
Media reports suggesting AMP and the big four banks own 80 per cent of financial planners are incorrect with their actual ‘ownership’ levels of financial planners below 6...
Top 100
Private wealth and boutique adviser groups have topped the list of planners and clients with high levels of funds under advice according to data gathered in this year’s M...
Financial planning
Private wealth and boutique adviser groups have topped the list of planners and clients with high levels of funds under advice according to data gathered in this year’s M...
Financial planning
Financial planning practices are keen to grow their client base in the year ahead, but few intend on boosting planner numbers to achieve this, a survey reveals....
Financial planning
Overall planner numbers have fallen for the fourth consecutive year with the non-institutionally owned sector losing more than 10 per cent in 12 months...
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...