Nicole Szollos

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Financial planning

29 Nov

Adviser bannings hit three year high

The Australian Securities and Investments Commission (ASIC) has capped off a busy year with the announcement that it has banned 30 advisers and jailed 25 people it descri...

Financial planning

23 Nov

Pro:Centra network off to solid start

Pro:Centra, the financial services practice management network and referral group established under Stockford sponsorship, has launched its services with a sign up of 70 ...

Financial planning

23 Nov

Challenger wins out over EquitiLink

Equitilink Australia has lost an action brought against Challanger International and its subsidiaries Challenger WealthLink Management and Challenger Life in the New Sout...

Financial planning

20 Nov

Lifespan kicks off Omniport wrap

Lifespan Financial Planning has boosted its presence in the wrap account market with the launch of it own service, the Omniport Wrap Service with the first $800,000 enter...

Financial planning

19 Nov

Stockford joins VisiPlan rollout

Financial services group Stockford is the latest in a steady stream of advisory companies to sign up for IWL’s VisiPlan software....

Financial planning

15 Nov

IWL updates VisiPlan

IWL has released an enhanced version of VisiPlan, the group’s widely used financial planning software solution....

Financial planning

13 Nov

Mohl re-elected to IFSA board

AMP Financial Services managing director Andrew Mohl has been re-elected to his second term as chairman of the board of directors for the Investment and Financial Service...

Financial planning

09 Nov

Neville Ward to expand into planning

Neville Ward Direct (NWD), the nation’s largest direct marketer of managed funds is set to launch a financial planning service through an arrangement with Queensland base...

Financial planning

09 Nov

PIS goes through bittersweet times

Professional Investment Services (PIS) accounting arm Professional Accounting Limited (PAL) has cancelled a planned acquisition and expansion after failing to secure adeq...

Financial planning

09 Nov

Fund performance bounces back

The funds arena experienced a significant improvement last month after a series of negative results following the September 11 terrorist attacks, a report by asset consul...