Friday, 12 December 2008
Financial planning dealership and licensee demand to make their practices more efficient and profitable has prompted the two month old consultancy business, Class Leading Solutions (CLS) to expand their business nationwide.
Read more »Friday, 12 December 2008
Financial planners should welcome a recession because it weeds out less capable planners and allows solid practices to pick-up market share and grow, according to Bernard Salt, a leading commentator of demographic and consumer trends.
Read more »Thursday, 11 December 2008
The Financial Planning Association of Australia's (FPA) pro bono advice program trial in the New South Wales region of Sunraysia has resulted in a dozen referrals from rural financial counsellors to financial planners in just over a year.
Read more »Wednesday, 10 December 2008
US-based specialist financial advisory firm Lowenhaupt Global Advisors has set up shop in Sydney.
Read more »Friday, 5 December 2008
Financial planners can update their clients on the performance of their portfolios in an easy to read format just in time for Christmas after Decimal launched a $5 special 'financial health check' offer until the end of December.
Read more »Tuesday, 2 December 2008
Some planners have been ignoring investment property to focus primarily on the equity markets in a bid to fatten their bottom lines, claims Bannister Mansfield.
Read more »Tuesday, 2 December 2008
Olivia Maragna, general manager of Aspire Retire Financial Services, was recognised at this year's Telstra Business Woman of the Year awards in Queensland.
Read more »Tuesday, 2 December 2008
AMP is axing 46 staff from its financial planning and advisory business - but the company confirms that its planners are safe and business operations will continue as normal.
Read more »Monday, 1 December 2008
Financial Planning Services Australia (FPSA) is relocating its head office from Queensland to Melbourne after adding five east coast based financial advice practices and 10 advisers to its network since the beginning of the financial year.
Read more »Thursday, 27 November 2008
Austock Asset Management has already signed six financial planning dealer groups and boutiques to its new managed account service after partnering with Investment Administration Services.
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