POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING GROUPS
Financial planning
RECENTLY listed Fiducian Portfolio Services is looking to rapidly expand its financial planning business....
People & Products
Assirt managing director Brett Sanders has been named managing director of the merged Assirt/ Bourse Data business....
Financial planning
Westpac is getting very serious about its expanding its financial planning business – and it’s willing to put its money where its mouth is, as Stuart Engel reports...
Financial planning
Financial planning groups, Bleakleys and Advisor are undergoing a major restructure that could see the two merging and a number of the practices spinning off into other g...
Financial planning
Lifespan Financial Planning has signed an agreement to use Sanford’s Virtual Broker internet service which provides a branded stockbroking service to clients....
Financial planning
Lifespan Financial Planning has signed an agreement to use Sanford’s Virtual Broker internet service which provides a branded stockbroking service to clients....
Financial planning
One of the most well known faces in the life insurance industry, Alan Betts, has teamed up with South African life insurer Capital Alliance to launch Australia’s first ne...
Financial planning
Rod Atfield is to bring down the curtain on his 40 year career with Mercantile Mutual at the end of this year....
Financial planning
Lynx Financial Services has set its sights on becoming one of the country’s biggest dealer groups with plans to grow adviser numbers to 250 within the next 18 months....
Financial planning
Pacific Rim Investments has unveiled ambitious plans to take over the mantle of Australia’s biggest independent financial planning group....
Financial planning
Macquarie Financial Services has made further inroads into the self managed super-annuation fund (SMSF) market with the roll out of an “end to end” service. The service, ...
Financial planning
Australia’s biggest financial planning groups are lining up to grab a share of the e-commerce space by launching online share trading services....
Financial planning
Fiducian has added a life broking business to its suite of financial services. The group is hoping to recruit at least 15 life brokers and write more than $2 mil-lion of ...
Financial planning
Tower is to offer its advisers equity in its distribution businesses under a radical shake-up of its distribution operations announced yesterday in New Zealand....
Financial planning
Wes McMaster has relinquished his position at the helm of both Bleakleys and Advisor Investment Services....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...