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Financial Planning

AZ NGA acquires Wealthmed Australia

EMMA RAPAPORT  |  WEDNESDAY, 6 SEP 2017
AZ Next Generation Advisory is continuing its acquisition spree with the purchase of a highly targeted and integrated financial planning business specialising in wealth management for doctors and other medical specialists.

Fitzpatricks Group acquires financial advice firm

EMMA RAPAPORT  |  WEDNESDAY, 6 SEP 2017
Fitzpatricks Group has acquired a Melbourne based financial advice firm with a private client base of more than 3500 following its fresh capital injection from Quadrant Private Equity and Yorkway Capital Partners.

Centrepoint forms fintech alliance

JAMIE WILLIAMSON  |  WEDNESDAY, 6 SEP 2017
A newly-formed fintech partnership will enable Centrepoint Alliance financial advisers to develop stronger client relationships as well as provide tools to promote shared responsibility for the client's financial situation.

Financial stress devastating Australian lives: Research

EMMA RAPAPORT  |  TUESDAY, 5 SEP 2017
Australians are turning to drugs and alcohol to manage the symptoms of financial stress according to the latest research.

Infocus buys influential advice business

JAMIE WILLIAMSON  |  TUESDAY, 5 SEP 2017
Infocus acquired a leading holistic financial advice business to provide the wealth manager with a Sydney office and to continue growing its national salaried advice strategy.

Grant Thornton bolsters dedication to retail clients via merger

JAMIE WILLIAMSON  |  MONDAY, 4 SEP 2017
Diversified advisory and wealth management firm Grant Thornton Australia will merge with a Melbourne-based global retail consultancy in an effort to further build on its growth advisory capabilities.

Adviser education renews ethics focus

KARREN VERGARA  |  MONDAY, 4 SEP 2017
Ramping up efforts in ethics education is a bold move signalling the financial advice industry is more than capable of self-regulation.

Nominations open for 2017 Power50

DARREN SNYDER  |  FRIDAY, 1 SEP 2017
Financial Standard's coveted Power50 series is returning in 2017 with the launch of The 50 Most Influential Financial Advisers in Australia.

FPA Congress will highlight value of relationships

JAMIE WILLIAMSON  |  THURSDAY, 31 AUG 2017
Three of Australia's most influential couples will share their stories with planners at the Financial Planning Association of Australia's 2017 Professional Congress, encouraging them to reassess the ways in which they establish and develop meaningful ...

Robo-adviser scores investment banking partnership

ALEX BURKE  |  WEDNESDAY, 30 AUG 2017
A provider of digital advice has secured a partnership to roll out its flagship service to an Australian investment bank.