FINANCIAL PLANNING BUSINESS

Expert Analysis

The demand for financial planning businesses for sale isn’t decreasing but firms need to know how to value their business to achieve the best price, writes Fiona Ettles. ...

Features

The career paths of financial advisers have twisted and turned with every development and tweak of legislation in the industry. Jassmyn Goh finds out what career paths lo...

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Financial planning

An oversupply of buyers and an undersupply of advice practices could lead buyers into making the wrong purchase, Paul Tynan warned....

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Financial planning

Valuations of financial planning practices are set to stay steady over the next 12 to 24 months provided the banks maintain their current lending practices, a business br...

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Editorial

The Commonwealth Bank has shrugged off its challenges to post a solid quarter....

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Financial planning

The Commonwealth Bank has moved to lift education standards for planners, supervisors and managers of planners....

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People & Products

IOOF-owned Bridges gets Perpetual’s Nick Langton as new CEO....

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Financial planning

ASIC has outlined four key areas for regulatory improvement - including for a national exam, a wider register and greater banning powers....

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Editorial

The strong performance of AMP’s financial planning business was not enough to offset a “challenging” year in the life insurance sector. ...

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Financial planning

Platform provider netwealth has launched a mobile web app for advisers and announced a number of other major upgrades for 2014....

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Editorial

In a bidding war that has lasted much of the year, The Trust Company board recently advised its shareholders to reject the latest takeover proposal by Equity Trustees in ...

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Editorial

Christine Swanson was one of the key driving forces behind the launch of the Association of Financial Advisers’ Inspire initiative, which was created to connect and encou...

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Editorial

Financial advisers should beware dealer groups that promise them the world during the courtship phase but fail to deliver once the marriage contract is signed, writes Ann...

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Financial planning

Well-known financial services lawyer Peter Bobbin and his firm are now part of a wider legal and wealth management group after its parent company purchased a financial ad...

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Financial planning

Law firm ILH Group has announced it will expand into the wealth management space by acquiring a financial planning business....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week 2 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 5 days ago