MONEY MANAGEMENT
Financial planning
Independently owned dealer group Mawson Securities Group is poised to merge with an as yet undisclosed dealer group of a slightly smaller size and similar culture....
Financial planning
Entries are open today for the prestigious Paraplanner of the Year Award. Only paraplanners who hold a proper authority and have fully or partially completed formal finan...
Financial planning
SAITeysMcMahon has taken the first steps towards a float next year....
Financial planning
Perth-based dealer group Wealthsure has licensed a new planning practice established by the son of Ian Bristow, who earlier this month put Melbourne planning firm Money M...
Financial planning
The Financial Planning Association wants to develop a co-regulatory approach with the Australian Securities and Investments Commission, but is prepared to do more in term...
Financial planning
Melbourne-based financial planning firm Money Matters Financial Solutions has been put into voluntary administration, largely stemming from its exposure to Westpoint....
Financial planning
Members of Generation Y are crying out for advice on financial matters despite lofty aspirations for their financial futures, a discussion forum featuring those aged 18 t...
Financial planning
Count Financial is considering raising its annual franchisee membership fee as a way of reducing its level of non-performing franchisees....
Funds management
The growing number of hedge fund managers globally, and the plethora of investment styles, makes it hard for advisers and investment consultants to pick managers for the ...
Financial planning
The Financial Planning Association is to investigate the circumstances surrounding the enforceable undertaking provided by AMP Financial Planning to the Australian Securi...
Financial planning
Companies such as NAB moving towards a fee-for-service model for financial advisers risk losing some of their more entrenched planners with the strongest client relations...
Financial planning
MacarthurCook Fund Management wants to boost its retail sales in the next 12 months, managing director Craig Dunstan said....
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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...