POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
Editorial
It was a year of acquisitions for Investor Group, driving up adviser numbers for the independent dealer in 2003....
Financial planning
Mercer Wealth Solutions has consolidated its position within the broader group with the appointment of a full-time head and a new chief financial adviser....
Financial planning
Investor Group is continuing its acquisitive expansion push after agreeing in principle to buy specialist financial planning firm Investor Care in a move that adds to the...
Financial planning
IWL will roll out its latest VisiPlan offering - version six - over the next few weeks following significant enhancements in terms of straight through processing capabili...
Accounting
Financial planning group ipac Securities has formed its first strategic alliance with an accounting practice after striking a deal with Brisbane-based firm MGI White Hanc...
People & Products
Former Bridges Financial Services managing director David Bleakley will join ING as the RetireInvest board chair, Tandem director and chair of the Investment Selection Co...
People & Products
Westpac financial planning head, Scott Walters departed from the group on Friday after less than a year in the role, with his responsibilities passing in the interim to B...
Financial planning
Melbourne-based dealer group Quadrant Securities is set to buy the 50 per cent stake held in it by Challenger Financial Services Group (CFSG), through dealer group Garris...
Financial planning
IOOF subsidiary Australian Financial Planning Network (AFPN) has signed an agreement for Londsdale Securities (Lonsec) to provide the group with its complete research and...
Financial planning
AXA-owned ipac has launched a new dealer group – Monere Financial Planning – into the adviser market with the aim of targeting external advisers wanting to focus on provi...
Financial planning
Financial planning firm Accent Investment Services is to become part of the HLB Mann Judd Financial Services group following its parent MGI Meyrick Webster joining the na...
Financial planning
IDT has brokered an agreement with education provider IntegraTec that will see the planning software company provide a reference manual for financial services professiona...
Financial planning
It’s not every day you come across someone like Simone Vanden-Driesen. As a director of financial planning firm Leishman Financial Services, a certified financial planner...
Financial planning
David Haintz sees himself as one of the younger breed in the Australian financial planning industry – something he says is reflected in the approach Haintz Financial Serv...
Financial planning
When Peter Leggett says he believes in an holistic approach to financial planning, he means an approach within which an investment strategy is only a part of the broader ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...