FINANCIAL PLANNER OF THE YEAR

Financial planning

All the finalists for the Money Management Fund Manager of the Year awards have been announced, recognising the best and brightest in the financial services industry....

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Financial planning

The Financial Planning Association of Australia has recognised Australia’s top financial planners at its 2018 FPA Awards....

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Awards

Felicity Cooper, from Cooper Wealth Management, has been crowned this year’s Financial Planner of the Year at Money Management’s Women in Financial Services Awards....

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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 ago

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

3 weeks 5 days 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. ...

6 days 3 hours 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. ...

1 day 18 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...

22 hours 36 minutes ago