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Financial Planning

Liam Shorte named FS Smileys Scholar of the Year

ALICE URIBE  |  FRIDAY, 14 NOV 2014
Verante Financial Planning director Liam Shorte has won this year's Financial Standard Social Media Influence, Leadership + Excellence (SMILEYS) Scholarship.

CBA chairman defends compensation program at AGM

LAURA MILLAN  |  THURSDAY, 13 NOV 2014
Commonwealth Bank (CBA) chairman David Turner defended the bank's performance and its reaction to the financial planning scandals in front of shareholders at the annual general meeting in Melbourne yesterday.

New Fortnum advice business targeting accountants

MARK SMITH  |  WEDNESDAY, 12 NOV 2014
Independently-owned advisory firm Fortnum Financial Group has launched a new business targeting accountants aiming to become licenced to provide financial advice.

Gold Coast advice firm enters EU over misleading ads

LAURA MILLAN  |  TUESDAY, 11 NOV 2014
Gold Coast-based financial planning and property management business Equanimity Concepts has entered into an enforceable undertaking (EU) with the Australian Securities and Investments Commission (ASIC).

Higher adviser education standards boost CFP demand

LAURA MILLAN  |  MONDAY, 10 NOV 2014
The demand for the Certified Financial Planner (CFP) certification program has increased by 100%, following the big institutions' initiative to increase the minimum education standards for financial advisers.

Winners of advice research grants revealed

STAFF WRITER  |  FRIDAY, 7 NOV 2014
The Financial Planning Education Council (FPEC) has awarded the 2015 FPEC academic research grants to academics from Deakin University and the University of Western Sydney (UWS).

Paul Barrett resurfaces in partnership with Italian manager

LAURA MILLAN  |  FRIDAY, 7 NOV 2014
Former ANZ managing director of advice and distribution Paul Barrett has established a financial planning business partly-owned by Italian independent asset manager Azimut.

Adviser Ratings attracts mostly positive reviews

LAURA MILLAN  |  THURSDAY, 6 NOV 2014
Adviser Ratings has seen 850 advisers signing up three weeks after launching, with most profiles attracting positive reviews from clients.

netwealth dealer group expands to Canberra

LAURA MILLAN  |  WEDNESDAY, 5 NOV 2014
Netwealth-owned financial planning business Bridgeport Financial Services has acquired a financial planning practice in Canberra and has expanded its presence across four states.

Van Eyk spin-off signs first major client

MARK SMITH  |  TUESDAY, 4 NOV 2014
InvestSense, the company established by van Eyk's former asset consultant team, has signed its first major client.