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Financial Planning

Centrepoint optimistic after completing AAP acquisition

LAURA MILLAN  |  TUESDAY, 8 OCT 2013
After a tough year for independent dealer group Professional Investment Services (PIS), parent company Centrepoint is confident that the full acquisition of Associated Advisory Practices (AAP) will improve the group's performance.

Advisers to get social media insight at AFA Conference

LAURA MILLAN  |  TUESDAY, 8 OCT 2013
Financial planners at the Association of Financial Advice (AFA) Conference will receive a unique insight on social media through Twitter co-founder Dom Sagolla.

Chambers enters into administration, loses AFSL

LAURA MILLAN  |  FRIDAY, 4 OCT 2013
Chambers Investment Planners entered into voluntary administration and had its Australian financial services licence (AFSL) cancelled by the Australian Securities and Investments Commission (ASIC).

Industry funds ask for specialised SMSF adviser training

LAURA MILLAN  |  THURSDAY, 3 OCT 2013
Industry superannuation funds associations are asking financial planners who provide self-managed superannuation fund (SMSF) advice to undertake a different and more specialised training than those who advice on funds regulated by the Australian Prudential ...

Assistant Treasurer Sinodinos to speak at AFA conference

STAFF WRITER  |  THURSDAY, 3 OCT 2013
Assistant Treasurer Arthur Sinodinos will speak at the upcoming Association of Financial Advisers (AFA) National Conference in what will be his first address to the financial services sector since his appointment last month.

Wealth Within targets SMSFs with new platform

ALICE URIBE  |  WEDNESDAY, 2 OCT 2013
Financial services firm Wealth Within has inked deals with a number of big-name dealer groups and is looking to target accountants as it goes to market with its first platform offering.

BT launches women adviser network group

LAURA MILLAN  |  TUESDAY, 1 OCT 2013
BT Financial has launched Stella Network, an initiative to support women advisers and to encourage more women to pursue a financial planning career.

New adviser service speeds up dealer group creation

LAURA MILLAN  |  MONDAY, 30 SEP 2013
The growing adviser demand to operate under their own licence has prompted the partnership of two companies to assist advisers create their own dealer group.

Zurich adds income replacement product, increases platform presence

ALICE URIBE  |  MONDAY, 30 SEP 2013
Zurich has completed its suite of superannuation- based risk options with the launch of a superannuation income replacement product.

AFA unveils Female Excellence in Advice Finalists

LAURA MILLAN  |  FRIDAY, 27 SEP 2013
The Association of Financial Advisers (AFA) and TAL have unveiled the names of the finalists in the 2013 AFA Female Excellence in Advice Award, which recognises female financial advisers who are making a significant contribution to their profession ...