FINANCIAL PLANNING GROUP

Financial planning

Bridges’ corporate services team has walked out....

Financial planning

The number of financial planning and accounting firms being bought and sold continues to grow, yet many practices fail to understand the process of valuation. Kate Kachor...

Financial planning

It is no coincidence that the new Financial Planning Association chairman is also one of Australia’s top planners. Nicole Szollos explores the new directions John Hewison...

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

Accounting and financial planning consolidator Stockford has paid $10.3 million for Moneywise Financial Planning....

Financial planning

Financial planners have different levels of needs and sophistication for their Web sites, according to The Hiser Group Victorian general manager Shane Morris....

Financial planning

Accountancy and financial planning consolidator Stockford has listed at a solid 23 cent premium to its $1.00 offer price and attracted solid volume in its first hour of t...

Financial planning

High profile IFMA executive Sue Laing has resigned after more than a decade developing the life insurance broking and financial planning group....

People & Products

The Tower Group has moved Alex Kay into the position of managing director of Tower Distribution Management Ltd, one of the three new divisions of Tower’s Life and Investm...

Financial planning

On-line financial services provider Snowball group has secured its first client, the Retirement Villages Association of Australia (RVAA)....

Financial planning

Since the appointment of Winchcombe Carson’s first managing director four months ago, the Melbourne financial planning group has undergone a big shake-up....

Financial planning

Tower financial group has acquired master trust and financial planning group Bridges for $168 million, in a move to boost its Australian retail financial services positio...

Financial planning

A group of Count advisers including some of its biggest hitters have left the group, striking out on their own as a new accountant based financial planning group....

Financial planning

Pacific Rim Investments has unveiled ambitious plans to take over the mantle of Australia’s biggest independent financial planning group....

Financial planning

FINANCIAL PLANNERS Location: Professional financial planning practice, Perth Description: Financial planners with varied skills and areas of expertise required for innova...

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MARKET INSIGHTS

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

1 hour ago

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

2 weeks 5 days ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

3 weeks 4 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....

1 week 6 days ago

The Reserve Bank of Australia's latest interest rate announcement has left punters disheartened on Melbourne Cup Day....

1 week 5 days ago

The Federal Court has given a verdict on ASIC’s case against Dixon Advisory director Paul Ryan which had alleged he breached his director duties....

1 week 5 days ago