The van Eyk Research group has filled the gap left by the departure of its former head of asset consulting, Rob Prugue, appointing John Peterson to the role. Peterson, fo...
Australian Planners Financial Services (APFS) will turn over $55 million this financial year through its nationwide network of 200 advisers in 90 member firms....
Risk insurance has long been a wallflower at the financial planning party. Hampered by the depressing reality that the client may not be around to spend the benefit, risk...
Nobody really thinks the Financial Services Reform Act (FSRA) is working, says TOM COLLINS, and for that reason it should be scrubbed....
A new Melbourne-based financial planning firm, DirEquity, expects to launch a direct managed accounts platform....
Forget PS 146, it could be PS 164 that will be the big compliance hurdle for financial planning businesses in 2003....
Portfolio administration service provider Symetry has restructured its operations to prepare for further business growth, which includes plans for greater platform and eq...
Hunter Hall Investment Management has been given a damning report card by Morningstar in the research house’s sector strength rating of the boutique manager....
The Australian Prudential Regulation Authority (APRA) will refer 21 cases to the Director of Public Prosecutions (DPP) for late or non-lodgement of annual superannuation ...
Many advisers have yet to tackle the new AFSL licence regulations. But by putting it off, they are losing precious time in a process that requires a steady and methodical...
There are those who would argue that compliance requirements restrain a business from flourishing. This is not the case where the practices of the financial planner marry...
The Australian Securities and Investments Commission (ASIC) has secured an enforceable undertaking from Robert Marusco, a director of former licensed securities dealer NK...
AMP Financial Planning (AMPFP) has created an elite force of advisers within its 1600 planner strong network with those chosen for the new group said to be the best in th...
The Australian Securities and Investments Commission (ASIC) has add further conditions to the dealer’s licences held by two financial planning groups....
The middle is dropping out of the financial planning industry as medium sized financial services groups continue to decline in numbers through mergers and consolidation, ...
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...