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FINANCIAL PLANNING SERVICES
Financial planning
Melbourne-based dealer group Lonsdale Financial Group has made a series of new appointments as part of a drive to grow its network associates and joint venture opportunit...
Financial planning
Queensland’s largest private sector superannuation fund, the $5 billion Sunsuper, has appointed listed financial services firm Snowball Group to provide education and fin...
Financial planning
CPA Australia will reshuffle its financial planning services with Christopher Benson set to take over the role of financial planning manager from Kath Bowler....
Financial planning
The Financial Planning Association (FPA) has released a practical guide on constructing Statements of Advice (SOAs) to its members in a bid to minimise the administrative...
Financial planning
RetireInvest has rounded off this week’s flurry of activity surrounding its business with the announcement of a second exclusive advice deal, this time with the Commercia...
Financial planning
Eight Victoria-based RetireInvest franchises have split from the ING-owned advice firm to launch a new independent dealer group with 20 authorised representatives and mor...
Financial planning
Australia's biggest retailer Coles Myer is considering offering financial planning services to customers, according to chief executive John Fletcher....
Financial planning
Financial Planning Services (Australia) has risen rapidly through the dealer group ranks, writes Freya Purnell....
Financial planning
Treading a familiar path, John Ardino left an institution following a takeover to start an independent group. Ten years later it is still going. John Wilkinson reports....
Financial planning
The Top 50 Distributors is based on data collected for the Money Management Top 100 Dealer Group survey, which was published in June....
Financial planning
Financial Planning Services (Australia) was launched as a national boutique dealer group in June 2001....
Financial planning
IDT has brokered an agreement with education provider IntegraTec that will see the planning software company provide a reference manual for financial services professiona...
Financial planning
Paul Resnik calls on the industry to bring common sense back into financial planning training and practice....
Accounting
Peak accountancy body CPA Australia has launched an FSR Licence Holder Directory in a bid to smooth the path to involvement in financial planning for its members....
Financial planning
Snowball Group, through its superannuation services subsidiary CIS Financial Services, has been appointed by listed technical services company UXC to run the superannuati...
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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?...