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Financial planning
Investment Diversity, the group launched by former Navigator managing director Mat Walker in November last year, has signed up eight dealer groups to its online integrate...
Financial planning
The Deakin Financial Services takeover of AustChoice, made fully effective late last week, may result in job losses as Deakin pursues “synergies” within the newly combine...
Financial planning
The Australian Securities and Investments Commission (ASIC) has taken action against a director of a super fund and a promoter of a superannuation rollover scheme after a...
People & Products
Tower has announced Bridges Financial Services managing director David Bleakley will step down and leave the group early in the new year after three years at the helm of ...
Funds management
Former Portfolio Partners managing director David Slack has been appointed by Victoria Funds Management Company (VMFC) as head of the $20 billion group’s investment commi...
Financial planning
The Australian Securities and Investments Commission (ASIC) has banned a Perth-based investment adviser from acting as an authorised representative of a securities dealer...
Financial planning
Head of distribution at Zurich Financial Services Australia, Steve Newnham, will officially step down from the role today, making way for assistant head of sales Janet Sm...
Financial planning
Wilson HTM has merged its two planning divisions bringing together the groups 90 financial planners and brokers under one structure....
Financial planning
Money Management’s Financial Planner of the Year award is getting bigger and better every year, with increasing numbers of nominations, finalists and, this year, even jud...
Financial planning
If this year is characterised by one key factor it would have to be the turbulent nature of the industry. As Jason Spits writes, this has driven an almost unprecedented n...
Financial planning
A recent survey has shown that while the majority of investors turn to professionals for advice beyond publicly available information they may not be getting what they pa...
Financial planning
AMP has launched the last of four customised Asgard eWrap accounts - WealthView eWrap - for its dealer group AMP Financial Planning....
Financial planning
A raft of high profile financial planners and industry figures have launched a scathing attack on the funds management industry for a list of deficiencies they say are a ...
Financial planning
Deutsche Bank intends to boost its service offering to high net worth clients with the appointment of Anthony Fasso into a newly created role as a director within its Aus...
Financial planning
Financial planning dealer firm Madison Financial Group is aiming for rapid expansion next year with plans to sign-up a collection of dealer groups that will see it triple...
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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...