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FINANCIAL PLANNING GROUPS
Financial planning
Australian fund managers have tipped their cap at research house, Lonsec, declaring them the research house they consider most influential....
Financial planning
Bluestone Equity Release is to offer financial services professionals a Sequal (Senior Australians Equity Release Association of Lenders) accredited training course addre...
Financial planning
Pentacle Property Funds Management has secured alliances with four financial planning groups, which have each agreed to recommend the manager’s products to their clients....
Financial planning
Between 12 and 15 financial planning groups are to proceed with a class action against Challenger Financial Services Group over the collapse of its Challenger Howard Prop...
Financial planning
After last week revealing it would consider settling out of court with clients who lost funds in Westpoint’s failed products, Professional Investment Services has deflect...
Financial planning
ING Australia and its aligned financial planning groups have experienced a growth spurt in planners, but overall financial performance for 2005 was disappointing....
Financial planning
Parliamentary secretary to the treasurer Chris Pearce has stated that he intends to make further refinements to the Financial Services Reform Act over the next 12 months....
Financial planning
In recent times, we have seen a welcome emphasis on improving the understanding of what financial planners actually do. The Financial Planning Association’s Value of Advi...
Editorial
Tower Group spin-off Australian Wealth Management has dramatically lifted its profit forecast following news that the NSW Government would not appeal a decision to excuse...
Financial planning
It was a marriage of dealer group and fund manager royalty when Chris Cuffe and Ray Miles hammered out the deal of the year....
Financial planning
Platforms have proliferated and grown to colossal sizes, evolving over time to occupy a space in the financial services landscape in which they have few competitors....
Policy & Regulation
The payroll tax threat against financial planning dealer groups appears over for good, after the NSW Government decided against appealing the verdict of its high stakes c...
Financial planning
The FPA has stepped up the pressure on its members over soft dollar payments, asking them to prove they are complying with a new code of conduct....
Financial planning
A 15 planner-strong dealer group specialising in advising school teachers is the next of a recent spate of advisory businesses to badge Aviva’s Navigator platform....
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...