RECRUITMENT
Financial planning
AXA Financial Planning has used its localised planner support network and an internationally recognised brand to grow its planner numbers by over 300 in the past four yea...
Financial planning
Even though Count Wealth Accountants’ managing director Barry Lambert says, “Our emphasis is not on growth – not to be the biggest, just the best”, this philosophy has se...
Superannuation
RetireInvest is on the up and up – and they want you....
People & Products
InTech Financial Services has appointed Deutsche Asset Management Asia Pacific regional chief operating officer Michael Monaghan as chief executive officer, after a three...
Financial planning
As disillusioned planners continue their exodus from bank owned groups, Bridges Financial Services is one group positioning itself to catch the fallout. Lucie Beaman repo...
Financial planning
Financial planners are earning even bigger salaries, but is the bubble about to burst? Lisa Bowman reports....
Financial planning
Want to make more money in financial planning? Take the self-employed route. Lisa Bowman reports....
Financial planning
Madison Financial Group might be small, but it knows where it’s headed. Kate Kachor reports....
Financial planning
Colonial First State (CFS) has signed IOOF retail funds management general manager Richard Nunn to the general manager distribution role recently vacated by Michael Cant....
Financial planning
Direct Portfolio Services has completely overhauled its board of directors following a failed coup d’état to oust company founder and chief investment officer John Alders...
Financial planning
As market conditions continue to fluctuate and financial planners feel the pressure, a positioning strategy paves the way for strong growth. Chris Dionne talks to Melinda...
Financial planning
Associated Planners Financial Services (APFS) has continued with an impressive recruitment drive signing up 16 firms from its rivals and in the process growing its base t...
Financial planning
Assirt Research has named Kathleen Cave as its new head of ratings filling the position left empty since the departure of John Parrish in July last year....
Financial planning
Deakin Financial Services Group has opened a new sales and administration office in Brisbane as part of its strategy to provide local, visible and accessible support for ...
People & Products
Westpac head of financial planning and advice Brett Himbury left the group last Friday amid news that a new wealth management distribution role would be created within th...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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...