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Financial planning
Portfolio Partners is aiming to combat the fierce competition faced by fund managers when seeking exposure to platforms and dealer group recommended lists by creating a n...
Financial planning
AMP Financial Planning is set to close its employed planner support channel due to the cost of servicing the relative small number of in-house advisers in the group....
Financial planning
Aegis Equities Research has won a mandate to supply Sealcorp owned financial planning group Securitor with equities and property investment research....
Financial planning
Australia’s third biggest financial planning dealer group, Count Financial, has been valued at $222 million by an independent actuarial evaluation...
Financial planning
Pengana Capital and Barclays Global Investors are both stepping up their dealer group and platform focus with the appointment of a national distribution manager and a na...
Financial planning
With independence comes choice – and planners at Matrix Planning Solutions are enjoying both. Kate Kachor looks at their decision to go solo....
Financial planning
Challenger Financial Services Group’s formal acquisition of Associated Planners Financial Services on Friday concluded at an almost $10 million discount to the industry a...
Financial planning
Referrals used to be managed on an ad hoc, manual basis by planners. Now one technology company is automating the process. John Wilkinson investigates....
Financial planning
The most difficult element of advancing technology is getting people to adopt it. Greg Germon looks for the common thread to achieving user acceptance....
Financial planning
Faster, higher, stronger could easily be the motto of the Bridges group, as it strives to continually add more value for its planners and clients. Freya Purnell reports....
Financial planning
Brand new dealer group Meritum is still coming to grips with independence. John Wilkinson reports....
Financial planning
Treading a familiar path, John Ardino left an institution following a takeover to start an independent group. Ten years later it is still going. John Wilkinson reports....
Editorial
Freedom and adventure are not usually associated with financial planning, but Western Pacific Financial Group finds a little of each goes a long way in building a dealers...
Financial planning
Challenger Financial Service Group has hit back at industry suggestion it is paying over the odds for adviser firm Associated Planners Financial Services....
Financial planning
Asgard will offer a 28 per cent reduction in risk premium rates for larger employer groups while raising premiums for some personal insurance products by up to 40 per cen...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...