Financial Planning
KARREN VERGARA  |  THURSDAY, 14 DEC 2017   12:18PM
New research from Investment Trends found there are less high-net-wealth investors using financial advisers compared to five years ago.
More news
Elders enables greater access to advice in central NSW
JAMIE WILLIAMSON  |  WEDNESDAY, 13 DEC 2017
Two financial planners in New South Wales' central west are joining forces to launch a new financial advice business.
Industry fund stepping up advice offering
JAMIE WILLIAMSON  |  TUESDAY, 12 DEC 2017
A $6 billion industry fund is looking to revamp its financial advice offering, commencing the tender process for a new provider to enhance its platform.
Kelly+Partners launches corporate advisory business
ALEX BURKE  |  FRIDAY, 8 DEC 2017
As flagged in its FY17 results, chartered accountancy and wealth firm Kelly+Partners is launching a new corporate advisory business.
Elders adds 22nd advice business
JAMIE WILLIAMSON  |  THURSDAY, 7 DEC 2017
A financial advice business in NSW's Riverina region became the 22nd practice to join Elders Financial Planning in the last 18 months.
Salt reveals retirement hotspots
EMMA RAPAPORT  |  WEDNESDAY, 6 DEC 2017
New analysis from Demographics Group managing director Bernard Salt has revealed the lifestyle hotspots for Australian retirees in 2017.
Synchron adds to adviser network
KARREN VERGARA  |  WEDNESDAY, 6 DEC 2017
A financial planning firm recently acquired by AZ Next Generation Advisory in a private equity deal has joined Synchron's growing network.
Euroz partners for first managed account models
JAMIE WILLIAMSON  |  WEDNESDAY, 6 DEC 2017
ASX-listed diversified financial services business Euroz has engaged a boutique investment firm to develop its first managed account offering.
Advice industry must think bigger: Netwealth
JAMIE WILLIAMSON  |  TUESDAY, 5 DEC 2017
Australia's financial advice industry should pay heed to the likes of Facebook, Google and Uber if it is to meet the evolving expectations of clients.
Longstanding Godfrey Pembroke practice seeks own AFSL
JAMIE WILLIAMSON  |  MONDAY, 4 DEC 2017
A Victorian financial advice firm is working towards becoming self-licensed after more than 30 years' in partnership with Godfrey Pembroke.
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