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FINANCIAL PLANNERS
Financial planning
West Australian financial services group Plan B is remaining tight-lipped about expansion plans into the eastern states....
Financial planning
Financial planning salaries are on the rise, fuelled by an increase in demand for quality financial planning talent....
Financial planning
Inaugural president of the Financial Planning Association Bernie Walshe has been awarded life membership of the FPA....
Financial planning
Financial planners are now the “dominant force” in the personal finance market, according to Financial Planning Association (FPA) chief executive Ken Breakspear....
Financial planning
Financial planners who are not giving their clients choice and integrated service will fail, says National’s head of global financial services, Peter Flavel....
Financial planning
As a teenager, John Wotherspoon was uncertain about which career path to follow. After being taken by his father to seek the guidance of a career’s adviser, Wotherspoon w...
Financial planning
Australian Financial Services (AFS) has built up $30 million in funds under administration in the first nine weeks of operation of its Strategy master trust....
Financial planning
The recently formed alliance of eight financial planning firms, the LodeStar Group, is gaining significant business in deals with legal and accountancy firms according fo...
Financial planning
Assirt has signed its first deal since it was folded into the Wealthpoint group by announcing an alliance with doctrieve Corporation. Under the terms of the deal, Assirt...
Financial planning
More than 70 financial adviser practices have signed up franchise agreements with the Mawson Securities since the group launched in July....
Financial planning
In what promises to be the biggest and the best National Convention the FPA has ever staged, delegates this week will converge upon the Melbourne Convention Centre for th...
Financial planning
Two of the biggest names in financial planning have joined forces....
Financial planning
Probably the biggest trend in financial planning circles over the past two years has been the plethora of dealer groups, master trusts and investment groups offering advi...
Financial planning
By understanding trends in the industry over the past 12 months, TOM COLLINS believes advisers can be better prepared for the challenges that will face them over the comi...
Financial planning
The Certified Financial Planner designation is about to undergo one of the biggest changes in its 23 year history. Stuart Engel reports on the struggle to wrestle the CFP...
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This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...