Zoe Fielding

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Financial planning

13 Sep

Platinum recruits advisers

After only a month in operation, Platinum Group Financial Services has confirmed 34 authorised representatives have already joined its ranks and are operating within the ...

Superannuation

13 Sep

Platforms slow to respond on transitions to retirement

The commencement of the Federal Government’s Transitions to Retirement initiative has been extensively welcomed and widely discussed, but most platform managers are in no...

Financial planning

09 Sep

Mellon takes control of joint venture

Mellon Financial Corporation has bought out Russell Investment Group’s share of the firms’ 50-50 joint venture and renamed the US based performance measurement and risk a...

Accounting

08 Sep

Count members want an accounting brand

Count Financial Group has for the first time received strong positive feedback from members on a proposal to start its own accounting brand....

People & Products

08 Sep

MFS distribution head resigns

A request to relocate to Queensland has proved too much for Sean Preece, general manager of distribution for boutique fund manager MFS, who has decided to leave the compa...

Financial planning

08 Sep

Chinese advice market offers prospects for Australians

Research has confirmed the Chinese market offers strong prospects for financial planners with a nationwide study revealing 63.59 per cent of consumers in China sought adv...

Financial planning

08 Sep

Watchdog lightens up on advice warnings

Product issuers no longer have to include general advice warnings in advertisements that provide generic financial advice, and planners may soon be relieved from having t...

Financial planning

08 Sep

Former NAB adviser in court on fraud charges

A former NAB authorised representative from the New South Wales Central Coast has been charged with eight counts of obtaining a financial advantage by deception, two coun...

Financial planning

08 Sep

ING to attract young advisers

ING plans to reduce its shortage of young advisers with a development program starting next April in Sydney, Melbourne and Brisbane, which it hopes will attract 20 new fi...

Financial planning

08 Sep

Independent advice focus of new study

A new project will examine the value of independent advice and will determine the number of Australian financial advisers that consider themselves to be independent, as w...