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Financial planning
Publicly offered superannuation fund SunSuper is pushing its credentials on the eve of fund choice, boasting of a positive rating from a research house, and a series of c...
Financial planning
Listed financial services group DKN Financial has restructured a brace of senior roles to address the imminent departure of its dealership head and drive the business for...
Financial planning
The battle for the future of Australia’s second largest dealer group, Professional Investment Services, has been won by Aviva, with the financial services company proposi...
Financial planning
Australian Unity Financial Planning has replaced Garrisons as its back office administrator following a deal being struck with IOOF Funds Management-owned OutScope....
Financial planning
Deakin Financial Services Group has amassed a war chest of $6 million, which it plans to use on acquisitions to grow its business in an attempt to compete with much bigge...
Financial planning
Australia’s largest financial planning dealer group, AMP Financial Planning, has acknowledged the ongoing popularity of industry superannuation funds by adding ten of the...
Financial planning
Competition is driving platform fees down and it’s advisers who are feeling the pinch, writes John Wilkinson....
Financial planning
Four institutions are now in the running to buy Professional Investment Services (PIS) after another industry heavy weight threw its hat into the ring last week as the ra...
Financial planning
A sale of Australia’s second largest dealer group is looking ever more likely after its shareholders voted to continue talks with interested parties, as well as keep thei...
Financial planning
Australia’s second largest dealer group has confirmed the scepticism of market analysts by all but abandoning plans for a proposed public listing....
Financial planning
Capstone Financial Planning has continued its push to establish a national financial planning presence with the opening of a Brisbane office....
Financial planning
Australian Financial Services has signed a deal with Praemium Portfolio Service that will see its network of 50 member firms have access to the virtual wrap system....
Financial planning
Financial planning groups have been warned to keep a close watch on their advisers and to take firm action against “bad apples”, or risk future litigation by disgruntled ...
Financial planning
Melbourne-based boutique dealer Financial Partnership wants its planners to feel they have a say in the business, something it believes is sorely lacking elsewhere. John ...
Financial planning
More than 20 AMP Financial Planning salaried advisers have accepted redundancy packages following the announcement last month the dealer group would be closing its employ...
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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 ...