Investment platform provider Symetry has opened its third ownership sharing plan to advisers, offering an equity stake to more dealer groups....

Advisers are changing their view of education as merely a means for compliance under FSR to embrace the concept of ‘life-long’ learning, according to the Securities Insti...

IOOF subsidiary Australian Financial Planning Network (AFPN) has signed an agreement for Londsdale Securities (Lonsec) to provide the group with its complete research and...

Credit Suisse Asset Management (CSAM) has provided its strongest indication as to the nature of its upcoming master trust’s capabilities after striking a deal with IWL to...

Wollongong-based Total Financial Solutions Australia has picked up the advisers and client base of Brisbane-based Silvalake Financial Services after the latter was placed...

The prevalence of the use of model portfolios by financial planners and advisers has been confirmed by Assirt research which found 47 per cent indicating they used model ...

The Personal Choice Master Fund will pay a distribution to advisers only 12 months after its commence of operations....

The National Australia Group owned Garvan Financial Planning and MLC Financial Planning dealer groups are facing a groundswell of dissatisfaction from their 600 advisers ...

Financial planners advising clients over potential returns they can expect on agribusiness investment products may find themselves in breach of Policy Statement (PS)S170....

There are many approaches to recruiting planners, but, as John Prowse writes, the most successful will focus on building professional careers....

Careful and considered planning has cleared the road ahead for Royal Automobile Club of Victoria Financial Services, says John Wilkinson....

Financial planners offering advice on pension transfers from the UK face litigation for failing to research the full implications of transferring client funds to Australi...

Perpetual’s new investment platform has hit the ground running by starting with three dealer groups already signed to use the system....

Queensland-based boutique financial dealer group Australian Investment and Financial Planners (AIFP) is in the final throes of negotiations that will see it expand into t...