ADVISERS

Financial planning

Perpetual is to differentiate its service proposition to attract more boutique advisers and other advisers operating in the high net-worth space....

Accounting

Dealer group Hillross is exploiting a growing trend by accounting firms to include financial planning in their offering to help drive its growth....

Funds management

Company has reduced corporate debt by $4.5 million in last six months....

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Financial planning

The early months of the year may have represented the lowest ebb for Australian financial planners, according to the results of new Wealth Insights research....

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Financial planning

National law firm Slater & Gordon is looking at a possible class action on behalf of investors in Great Southern, and one of the key aspects of a possible case will be wh...

Financial planning

As part of the rebranding it has renamed the Avanteos platform....

Superannuation

Adds ETFs and share options and reduces the length of its Product Disclosure Statement....

Financial planning

Asteron's Denise Rodger has been named national winner in the Money Management BDM of the Year Award....

Financial planning

The impact of the global downturn on revenue streams is driving advisers into alliances with dealer groups that offer an uncomplicated service and support offering, accor...

Financial planning

Growing demand from advisers for fee-for-service model....

Financial planning

Many equity offerings to advisers by advice firms and dealer groups never materialise, according to Dennis Bashford, managing director of Brisbane-based dealer group Futu...

Financial planning

Advisers are increasingly diversifying into debt solution strategies to drive revenues in a dislocated market....

Financial planning

Uses cash for acquisitions, expanding associated financial planning businesses and distribution channels....

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Financial planning

Client data is the lifeblood of an adviser’s business and any loss can be catastrophic in the long term....

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Financial planning

After a long period of wealth creation, wealth protection is suddenly popular again. BENJAMIN LEVY takes a look at the life risk industry in 2009....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

4 weeks 1 day ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

4 weeks 2 days ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

4 weeks 2 days ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

2 weeks 1 day ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

4 weeks 1 day ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks 2 days ago