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Milana Pokrajac
Milana Pokrajac
News by this author
Lower-cost and flexible pricing models have been the most successful elements in driving planners’ satisfaction with investment platforms, according to a new report by In...
While bank-owned dealer groups aggressively increased their adviser numbers in the last few years, non-aligned financial planning businesses have had to put serious brake...
Financial planning software company IRESS is continuing its market domination, with new figures showing it now holds 50 per cent of the planner market. ...
More than half of advisers in the industry have been approached by one or more dealer group asking them to switch, according to a CoreData survey....
Accounting and financial planning business WHK has announced it will change its name to Crowe Horwath Australasia at the end of next month, in a bid to improve the compan...
Only weeks after WB Financial cancelled its AFSL and folded into CBA-owned Financial Wisdom, another business has come forward with a similar move. ...
Half of former Whittaker Macnaught advisers have set up their own practices under CBA-owned Financial Wisdom, while Eureka and MSI Taylor are picking up the rest of the b...
The AFA has partnered with Kaplan Professional to provide formal and practical education to its members....
Strategic partnerships between product and service providers and dealer groups appear to be going through a phase of revival with the renewed optimism in the markets....
Certified Financial Planners earn around $35,000 more per year on average than planners without this designation, according to the Investment Trends FPA Professional Divi...
Analysis by this author
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...