dealer groups

Financial planning

Consolidated finally ready to hit the ASX

After months of wrangling, Consolidated Financial Services (CFS) has launched a prospectus to list in October and raise $1.4 million, nearly 12 months after the initial p...

Financial planning

Out with the old and in with the new

Stepping out of a practice that one has spent a life time building up – and getting the highest return for it - is a complex process....

Policy & Regulation

Protax in huge expansion

Queensland-based financial planning group Protax is on a huge expansion drive. It has formed a new dealer group with ANZ Banking Group and is poised to expand its own nu...

Financial planning

Financial services industry can’t shake puberty blues

I have agonised over writing this particular column. I was a foundation member of the IAFP; on the steering committee that set up the Certified Financial Planner (CFP) de...

Financial planning

Sustaining the planning boom is the key to a strong future

Our lead in this edition of Money Management paints a bleak picture for dealer groups looking to hang on to their top producers or boost-ing their planner numbers to meet...

Financial planning

Living on the edge: co-op fights for 'logical' solution

The future of the financial planning co-operative Consolidated Finan-cial Services (CFS) is "on a knife-edge", chairman David Craig has told Money Management....

Financial planning

Australia’s most wanted: dealers nab advisers

Financial planning groups are looking to beef up adviser numbers as the push to gain critical mass continues unabated....

Financial planning

Directors fail to see eye to eye on planning co-op

An ambitious financial planning co-operative has hit a snag, with directors wrangling over control of the group. ...

Financial planning

ASSIRT’s Desktop software just one click away

The latest version of ASSIRT Desktop financial planning software will be available from the middle of May, software manager Mark Perica announced at a briefing in Melbour...

Financial planning

Financial services industry can't shake puberty blues

I have agonised over writing this particular column. I was a founda-tion member of the IAFP; on the steering committee that set up the Certified Financial Planner (CFP) d...

Financial planning

BT turns on the charm to sway dealers

BT Funds Management has won over all but one of the dealer groups and research houses expressing doubts over BT’s management following its planned merger with Deutsche Ba...

Financial planning

Recruitment – Window of opportunity opens even further

Judging from recent publicity and a sampling of the positions vacant columns, demand and rewards for financial planners and associated support staff is growing strongly. ...

Financial planning

Allen key to the right package

Adviser Group founder Gordon Allen has joined Melbourne-based marketing company CPM Communications Group to launch a project management service for public offer investmen...

Financial planning

More to paraplanning than meets the eye...

To many in the financial services industry, the title “paraplanner” conjures up an image of a quiet techie beavering away behind the scenes on the lesser tasks of financi...