FINANCIAL PLANNING PRACTICES

Financial planning

In an effort to double the number of practices on its Stairway program by 2007, Tandem Financial Advice has adopted an aggressive strategy aimed at suitable financial pla...

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Financial planning

AXA’s succession planning tool has proved to be popular among advisers in their efforts to maximise the value of their business when the time comes for the owner to retir...

Financial planning

DKN Financial Group has acquired a minority stake in Adelaide-based self-licensed financial planning firm, Tulare Financial Planners....

Financial planning

The Australian Financial Services Group’s move to become a fully independent dealer group has proved to be an additional catalyst for growth, with 18 new financial planni...

Financial planning

Financial planners have sought legal advice over the role of the auditors of Westpoint in an attempt to recover client funds invested in the failed mezzanine property fun...

Financial planning

The Financial Planning Association (FPA) is on the verge of scrapping the requirement of Certified Financial Planners (CFPs) to be employed by an Australian Financial Ser...

Financial planning

Kenyon Prendeville has announced the launch of an insurance policy which will ensure buyers of financial planning practices do not default on instalment payments....

Financial planning

The Financial Planning Association (FPA) is cracking down on conflicts of interest and the use of commissions to improve the profile of the industry, and increasingly con...

Financial planning

Ian Thorpe is the fastest 200m and 400m free-styler on earth, yet he relies on a coach to help him make world records. Like Thorpie, we may be a specialist in a particula...

Financial planning

BT Financial-owned dealer group Magnitude has recruited its first practice, following its launch in August last year....

Financial planning

How to value a financial planning practice? Read this article to get better insight into the financial planning business valuation process in Australia....

Financial planning

Listed accountancy and financial planning firm Investor Group has continued its rapid expansion along the south eastern seaboard by acquiring two more accountancy busines...

Financial planning

The Financial Planner of the Year Award is now in its 19th year. All nominees are required to submit entries which demonstrate their career achievements, input to the fin...

Financial planning

Australian fund managers spend a lot of time and money wooing financial advisers with junkets, increasingly complex products and, of course, much-debated trail commission...

Financial planning

The profitability statistics produced by Business Health are based on responses to their HealthCheck program. This is a web-based diagnostic tool designed to allow practi...

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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...

5 days 1 hour ago

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

1 week 2 days ago

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

4 weeks 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....

3 weeks 2 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

1 week 1 day ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

1 week ago