Ipac Securities is expanding its business reach to cover the Brisbane financial planning market, after announcing plans to open an office there this month....

Adelaide-based financial planner David Middleton has called on the industry to come up with a risk-profiling process that puts the client’s needs first or run the risk of...

National Australia Bank (NAB) has reported a $205 million write-down of its $6.5 billion wealth management business due to the continued lacklustre performance of global...

With over two decades in the game, dealer manager Michael Summers has always kept his practices ahead of their time. John Wilkinson reports....

The Symetry investment platform has flagged an extensive expansion program moving beyond its current master trust business into a range of dealer services and client acce...

Adviser Edge has been chosen by Hillross Financial Services, AMP Financial Planning and Arrive Wealth Management to provide research on agribusiness managed investment sc...

Guardian Financial Planning was created as a haven for risk-based advisers in the face of the Financial Services Reform Act (FSRA) and, as Simon Segal writes, the group h...

Westpac head of financial planning and advice Brett Himbury left the group last Friday amid news that a new wealth management distribution role would be created within th...

The Australian Securities and Investments Commission (ASIC) has responded to industry concerns about the need to regularly prepare supplementary product disclosure statem...

The Australian Securities and Investments Commission (ASIC) has placed extra conditions on the securities dealers’ licences of Permanent Trustee Company and Permanent Inv...

Godfrey Pembroke has long been regarded as a premium financial planning group, but with new owners and a new chief, will it retain that crown? Lucie Beaman looks at the G...

The complexity of financial planning has become a burden, however, as Prue Moodie writes, one suggestion may provide the answer, though it may not be warmly received....

The resources committed to practice management have been considerable, with small and large dealer groups addressing the issue in different ways. But as Peter Dawson expl...

The Count Financial Group is set to launch an superannuation trustee administration platform in conjunction with Trust, the group created out of the merger between Perman...