Nicole Szollos

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Financial planning

20 Oct

EquitiLink sold to Aberdeen

It is understood fund manager Equitilink is about to announce the sale of the business to Aberdeen Asset Management....

Financial planning

19 Oct

Risk and advisers align

The integration of risk insurance into a financial planning business is a necessary future step for the planning industry to take, according to Ord Minnett personal risk ...

Financial planning

18 Oct

Risk and Planning to unite

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Financial planning

17 Oct

Fiducian restructures at the top

Fiducian Portfolio Services has restructured its senior executive team following its recent listing on the ASX....

Financial planning

13 Oct

Kirk signs up with AMPFP

Greg Kirk has taken over the helm at AMP Financial planning, following the promotion of incumbent Steve Helmich in August....

Financial planning

13 Oct

Kirk moves to AMP

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Financial planning

12 Oct

Mulligan signs with Sealcorp

Prominent financial services industry figure Kate Mulligan has taken on the role of director of marketing with Sealcorp....

Financial planning

12 Oct

IFS doubles in size

Superannuation consultant Industry Funds Services (IFS) has bolstered its financial planning network with the addition of three planners....

Financial planning

12 Oct

Industry split over FSRB proposal

CPA Australia has hit out at what it calls “scaremongering” about the Declared Professional Body (DPB) exemption contained in the Financial Services Reform Bill (FSRB)....

Financial planning

11 Oct

Wilson to depart Perpetual

Perpetual Private Clients chief Wayne Wilson is departing the company at the end of this month to take a lifestyle break travelling around the country with his wife....