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

So we are now underwriting criminal scams?...

2 months 1 week ago

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

2 months 1 week ago

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

4 months 2 weeks ago

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

2 days 16 hours ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

4 weeks 1 day ago

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

1 week ago