FINANCIAL ADVICE

Financial planning

Independent financial planners remain the number one choice for consumers looking for financial advice, according to the recent Challenger International/ Assirt Invest-me...

Financial planning

AMP Financial Planning managing director Steve Helmich has been appointed to the Financial Planning Association’s (FPA) board to rep-resent the large dealer groups....

Financial planning

A group of financial planning dealers have banded together to provide financial advice targeting government institutions and large corporations in the process of downsizi...

Financial planning

There’s a big supply and demand problem in financial planning, according to one industry figure....

Financial planning

Westpac Financial Services has predicted banks will dominate the margin lending market within three years....

Superannuation

There has been a lot of talk about how financial planners can exploit the opportunities opening up in the changing world of superannuation. NSP Buck is one group actually...

Financial planning

Westpac Financial Services has predicted banks will dominate the margin lending market within three years....

Financial planning

Westpac Financial Services has predicted banks will dominate the margin lending market within three years....

Financial planning

On average, Australian women are outlasting their men by five years, creating an interesting and growing niche market. ...

Financial planning

While at least one Big Five accounting firm moves out of financial planning, Deloitte Touche Tohmatsu plans to grow its operations significantly....

Financial planning

Wanted: Financial planners. Start: yesterday. There is a chronic shortage of skilled financial planners emerging, as demand for high end planners far outstrips supply. ...

Financial planning

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

Suncorp Metway is taking the lead from other banks and will almost double planner numbers in coming months in an effort to capitalise on its 2.5 million customers....

Financial planning

Were Stockbroking is laying the foundations for an apparent expansion into financial planning later this year. Managing director Craig Drummond says it is too premature t...

Financial planning

The question “are banks a threat to your business” (Money Management Adviser Feedback March 18) is essentially asking whether banks will be a viable competitor and steal ...

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 4 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 2 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

5 days 14 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

4 days 18 hours ago