FINANCIAL PLANNING PRACTICES

Financial planning

Got an indifferent planning business with high exposure to grandfathered commissions and less than thorough paperwork? Don’t expect to be rushed by potential buyers....

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Features

Wayne Wilson looks at the top factors that drive and improve financial advice practice profitability....

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Financial planning

Accounting practices were failing to see the same level of demand for their practices as financial planning practices due to lack of confidence and higher levels of busin...

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Financial planning

Fiducian posts solid first half and flags further planner growth....

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Financial planning

Fiducian posts solid first half and flags further planner growth....

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Financial planning

NAB Wealth counters media reports saying that where problems with its planning arm have been identified it has acted and compensated those affected. ...

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Financial planning

Valuations of financial planning practices are set to stay steady over the next 12 to 24 months provided the banks maintain their current lending practices, a business br...

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Financial planning

DomaCom appoints former AMP SMSF specialist, Chris Benson, as state manager for Victoria and Tasmania....

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Financial planning

Baby boomers will be the last generation focused on financial advice with planners needing to convince people to take up advice while also introducing new blood into thei...

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Financial planning

Australian Unity has completed its acquisition of dealer group, Premium Wealth Management....

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Financial planning

Former Charterbridge Davey chief executive, Venn Williams is heading up a new venture seeking equity in financial planning firms....

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Policy & Regulation

Efforts to improve the standards of the financial planning sector are driving the cost of advice beyond the reach of average Australians, William Buck reports. ...

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Editorial

Fiducian looks to grow on back of solid result and changes in the financial planning space....

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Editorial

Mike Taylor writes that the drive for higher educational standards for financial planners has served to regenerate criticism of those people who were grandfathered into t...

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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....

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 1 day ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week 1 day ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 2 days 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 2 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 ago

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

9 months 2 weeks ago