FINANCIAL PLANNING PRACTICES

Financial planning

Share-broking and financial planning group Tolhurst Noall has sold its 50 per cent stake in Tolhurst Funds Management along with all remaining shareholders to Wright Glob...

Financial planning

Using technology to improve back-office efficiency is fine, but without a proper document management system in place it will never work, says Jim Kilkenny of Kilkenny Ros...

Financial planning

Lonsdale Financial Group is aligning itself with general life insurance brokers in setting up a number of financial planning practices, which through a process of referra...

Financial planning

When it comes to risk advice, matching up with an experienced life adviser is probably the way to go, says Mike Taylor....

Financial planning

Many one-man bands and small practices are handling their own back-office. Lucie Beaman reports....

Financial planning

Victorian-based adviser Bernie Toohey has been named the inaugural ‘Zurich Adviser of the Year’, by the Association of Financial Advisers (AFA) and Zurich Financial Servi...

Rate the raters

A roundup of research services and costs....

Financial planning

Owned by AXA, Charter Financial Planning has seen significant growth over the past four years....

Financial planning

The Association of Independently Owned Financial Planners (AIOFP) has released a position paper slamming the industry over conflicts of interest and calling for greater l...

Financial planning

Financial planning businesses are still selling for big money, but there are pitfalls for both the buyer and seller. Julie Bennett reports....

Funds management

Big names may own most of the distribution in Australia – but, as Julie Bennett writes, boutiques hold the next significant space....

Financial planning

The principals of Stockford financial planning practices will be forced to negotiate with administrators to regain control of their businesses after the troubled group sl...

Financial planning

Credit Suisse Asset Management could be headed for a dramatic revamp of its product line up, if it pushes ahead with plans to launch a range of new offerings....

Financial planning

The fate of the troubled Stockford group could be settled within a week after the company publicly admitted for the first time that it had decided on a wholesale sell-off...

Financial planning

Financial planning practices have reached a stage that I would describe as mature. However, financial planning businesses are struggling to deal with an old business mode...

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MARKET INSIGHTS

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