FINANCIAL PLANNERS

Financial planning

Professional Investment Services (PIS) has signed up with Australian Finance Group (AFG) to provide mortgage broking throughout its network of financial planners....

Financial planning

The penny has finally dropped. Financial planning groups have embraced large scale superannuation and are fighting fiercely for a piece of the rapidly growing market....

Financial planning

Yet another accounting consolidator group from Perth will list on the ASX next month....

Financial planning

Yet another consolidator has emerged and will list on the Australian Stock Exchange in the next few weeks....

Financial planning

America’s recently formed Financial Planning Association has had a turbulent year in membership numbers, with those leaving almost matching those joining....

Financial planning

More than 70 financial planning groups have signed up with Sanford Securities to use its Virtual Broker online broking service....

Financial planning

The Victorian Government’s call for financial planning services for up to 100,000 public sector super members is the most prominent example of what is destined to become ...

Financial planning

The changes to the business tax system introduced last year has resulted in hundreds of planners being hit by rules designed to cut down on the alienation of personal ser...

Financial planning

ASIC has signalled it is getting serious about financial planners who have a conflict of interest by charging and convicting a former National Australia Bank (NAB) financ...

Financial planning

Mortgage broking wholesaler Australian Finance Group (AFG) is considering listing on the Australian Stock Exchange to capitalise on the explosive growth in the mortgage b...

Financial planning

More than 70 financial planning groups have signed up with Sanford Securities to use its Virtual Broker online broking service....

Financial planning

Hunter Hall, one of the largest ethical investment trust managers is set to float in a bid to raise $4.5 million, giving the boutique fund manager a valuation of $21.1 mi...

Financial planning

The sale of a financial planning practice could soon be as simple as clicking a mouse button, following the unveiling of an internet site designed for the buying and sell...

Financial planning

As 2001 rolls over on desk calendars issues concerning the financial planning fraternity begin to surface. Kate Kachor looks at the big issues facing planners this year....

Financial planning

The Australian financial planning industry has a history of following some of the major trends emanating from the United States. In the hope of gaining an insight on wher...

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month 3 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month 3 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month 4 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

1 week 2 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

3 weeks 3 days ago

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

2 weeks 4 days ago