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FINANCIAL PLANNING SERVICES
Superannuation
ING Financial Planning (INGFP) has expanded its capabilities in financial planning with the addition of superannuation administration and consulting group, Super Concepts...
Financial planning
Australian accounting firms that operate under the worldwide MGI banner are to merge to form a new financial planning group called Acquest which plans to list in October....
Financial planning
The overwhelming majority of Australia’s larger accounting firms have embraced financial planning, according to research by <i>Business Review Weekly</i>....
Financial planning
Despite the appearance of uniformity not every dealer group is the same when it comes to major issues of structure and business practice. Jason Spits looks at a Queenslan...
Superannuation
Almost one in two super funds are already offering their members financial planning services and about half of those who are not, are preparing to launch planning service...
Financial planning
Bridges Financial Services has signed up more than 115 credit unions to an exclusive five year deal to provide financial planning services to members....
Financial planning
Count Financial is set to roll out a new financial planning group, Compound Investments, to sit alongside Count Wealth Accountants. ...
Financial planning
Advisers should abandon any notion of charging clients fees on an hourly rate, says one of the industry’s most outspoken advocates of fee-based financial planning....
Financial planning
The Victorian Government’s call for financial planning services for up to 100,000 public sector super members is the most prominent example of what is destined to become ...
Financial planning
RetireInvest and Godfrey Pembroke have beaten off six competitors to supply financial planning and advice to members of Towers Perrin SuperSolutions superannuation packag...
Financial planning
Hartley Poynton started as a stockbroking firm 45 years ago, but since then has grown into a company offering a broad range of services across the financial planning spec...
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
A year as chairman of the FPA is a year full of activity. Indeed it is year full of activity, much of which is propelled by change. And it is change that has moved from t...
Financial planning
In what promises to be the biggest and the best National Convention the FPA has ever staged, delegates this week will converge upon the Melbourne Convention Centre for th...
Financial planning
Global sector funds may be the flavour of the month for funds management marketeers, but there is a limit to the number of sectors that can be realistically used....
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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 ...