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Financial Planning

AFA Female Excellence semi-finalists named

MARK SMITH  |  TUESDAY, 25 AUG 2015
The Association of Financial Advisers (AFA) and TAL have announced the semi-finalists for the 2015 AFA Female Excellence in Advice Award.

Liquidator appointed in suicide case

MARK SMITH  |  TUESDAY, 25 AUG 2015
ASIC has appointed a liquidator for six investment management companies linked to a Perth-based promoter, who is believed to have taken his own life after defrauding investors for years.

Planners continue insurer switches

DARREN SNYDER  |  TUESDAY, 25 AUG 2015
One in five financial planners is in the market for new insurers according to the latest data from wealth management researcher Investment Trends.

Centrepoint's wealth business up 10pc

DARREN SNYDER  |  MONDAY, 24 AUG 2015
Centrepoint Alliance's wealth business recorded an underlying pre-tax profit of $7.1 million for the last financial year, up 10% on the year prior.

Countplus sells back stake in advice firms

LAURA MILLAN  |  MONDAY, 24 AUG 2015
Commonwealth Bank-owned Countplus has sold its stake in two advice firms to management and senior employees.

Genesys advice chief goes to NAB

ALEX BURKE  |  FRIDAY, 21 AUG 2015
NAB Wealth has announced a new general manager for MLC Financial Planning and Garvan Financial Planning.

SelectingSuper CompareOnline enhances research depth

STAFF WRITER  |  THURSDAY, 20 AUG 2015
Rainmaker has dramatically enhanced the product research data depth available in its SelectingSuper CompareOnline SOA and superannuation comparison website.

BT reveals winners of national awards

STAFF WRITER  |  WEDNESDAY, 19 AUG 2015
BT Financial Group handed the awards to best adviser, best practice of the year and rising star at a ceremony at Parliament House in Canberra.

SSFS meets client demand for phone advice

ALEX BURKE  |  MONDAY, 17 AUG 2015
State Super Financial Services (SSFS) developed its Wollongong-based "client hub" to deliver over-the-phone financial advice based on client research, according to SSFS general manager, financial planning Sean Bradley.

Fiducian acquires second Sydney practice

LAURA MILLAN  |  THURSDAY, 13 AUG 2015
Fiducian Group has acquired a Sydney-based financial planning business, its second acquisition in one month.