FINANCIAL PLANNERS

Financial planning

Financial planners should take-on estate agents for a slice of the direct property investment market, says a new report by Property Investment Research (PIR)....

Financial planning

Asgard is seeking to access and support up to 15 dealer groups with at least $20 million under administration who are interested in entering the corporate superannuation ...

Financial planning

It has been often stated in recent weeks that this year would be a very big year for the financial services industry in terms of far reaching developments and events....

Financial planning

The term retail means less now than what it did five years ago....

Financial planning

Fund managers can breathe a sigh of relief now that the Securities Commission has decided not to review their practices, however financial planners aren't so lucky...

Financial planning

Inflows into retail financial services products do not accurately reflect the current state of the market since they do not track funds entering master trusts and wraps a...

Financial planning

MLC will use intermediaries to distribute MLC Corporate Solutions rather than going direct to market as it has done in the past....

Financial planning

Over the past 12 months the working lives of Australia’s financial planning fraternity has been given a good shakeup and for some, even been turned upside down. The bad n...

Financial planning

The IOOF Group has expanded its focus on retail distribution with the purchase of a 50 per cent stake in Victorian based dealer group WorkForce Financial Services....

Financial planning

An open letter to: Directors of Institutional Financial Planning Groups;...

Financial planning

AMP has launched Australia’s first on-line financial planning service, My Plan, catering for both the do it yourself (DIY) market and financial planners....

Financial planning

For a man who has just been named Money Management Financial Planner of the Year, John Wotherspoon is trying awfully hard to try and make himself redundant. But then Woth...

Financial planning

There are a number of forces, which will combine to recreate the wealth management Industry. These forces are so powerful that they may lead the wealth management industr...

Financial planning

The Financial Planning Association (FPA) has kicked off is privacy push at its recent annual convention with the launch of a kit designed to help advisers ensure they mee...

Financial planning

Hypercompetition will be the next buzz word to come out of the financial services industry with many in the industry believing it cannot be avoided accordingt to Credit S...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

2 days 20 hours ago

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

1 week ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 5 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

3 weeks ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

6 days ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

5 days 3 hours ago