Improving the image of financial planners in the eyes of Australian consumers will be the cornerstone to Ken Breakspear’s strategy for the Financial Planning Association....
Phillip Matthews has been named as the first permanent chief executive the Financial Planning and Insurance Advisers Association (FPIA)....
The integration of risk insurance into a financial planning business is a necessary future step for the planning industry to take, according to Ord Minnett personal risk ...
Former FPA chairman Wes McMaster has become the first financial planner in Australia to be anointed a professor....
Superannuation consultant Industry Funds Services (IFS) has bolstered its financial planning network with the addition of three planners....
When the National bought MLC earlier this year, LendLease Financial Planning had to look for a new name – and fast. After some angst, the group took on the handle “Apoge...
St George has spent $10 million on a 7 per cent stake in burgeoning accounting and financial planning consolidator Stockford, valuing the group at nearly $150 million....
As a financial services professional have you ever held a meeting to discuss why clients are no longer excited by the value proposition of your products?...
One of Australia’s most established financial planning networks, Deutsche Bank Financial Plan-ning, is up for sale alongside Deutsche Funds Management (DFM)....
Bridgeport has picked up AM Corporation national adviser development manager Bronny Speed in an effort to bolster its financial planning division...
The amount of conferences and seminars run each year can create a huge demand on advisers. Jason Spits asks if the benefits are worth the effort....
IntegraTec has been sold to an Internet hopeful for the second time this year....
Risk products that don’t pay commissions – you’ve got to be joking. Refunding trail commissions – too hard....
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 ...