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FINANCIAL PLANNERS
Financial planning
Victorian financial planner Robert Kiddell has won the Money Management Financial Planner of the Year award for 2002 after beating a field of well known financial planner...
Financial planning
New Zealand based financial services group Tower has announced a $32 million writedown of its Australian financial planning business, Bridges Financial Services, to recor...
Financial planning
AMP has announced a further 1900 job cuts from its troubled UK Financial Services arm, mostly from the ranks of its financial planners, at the same time as details of chi...
Financial planning
The Elm Financial Services dealer group has struck a deal with the Adviser Ratings group that could see all of its advisers issued with a ranking from the newly launched ...
Financial planning
Centrestone Wealth Management, the business created by Robert Keavney, Malcolm Turnbull and Michael Pillemer, has made its first purchase of planners bringing onboard Kei...
Editorial
The Deakin Financial Services group has indicated that it will record a loss in the current financial year as it looks to bed down an ambitious growth strategy....
Financial planning
An industry veteran, Tom Collins’ influence in financial services has grown through sheer weight of experience....
Financial planning
If you need proof the last year was dominated by regulatory and industry issues, look no further than Joe Nowak....
Financial planning
The deal between IWL and Sanford was cemented further yesterday with the former increasing its stake in the latter to just under 20 per cent....
Financial planning
Australia’s anti-money laundering agency, Austrac, has taken the step to recognise financial planners as legitimate ‘professionals’....
Financial planning
Leading agribusiness group Great Southern Plantations has taken out a special professional indemnity (PI) insurance policy to cover financial planners wanting to recommen...
Financial planning
FirstChoice, Colonial First State’s flagship master trust, has reached the $1.4 billion mark in funds under administration within six months of its launch....
Financial planning
International briefs – October 31, 2002...
Financial planning
The Monitor Money planning group will shift from its current investment platform, Assure, over to Summit after AXA senior management gave the deal its approval....
Financial planning
SEPARATELY managed account (SMA) provider Direct Portfolio will move beyond its direct investor approach and seek financial planners who are willing to use the product wi...
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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...