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Financial Planning

Planner kayaks for men's health

MICHELLE BALTAZAR  |  WEDNESDAY, 14 APR 2010
A financial planner will kayak 2,200 kilometres down the historic Murray River to raise public awareness for men's health.

Time to grow: Securitor

MICHELLE BALTAZAR IS A MEDIA GUEST OF THIS YEAR'S SECURITOR ANNUAL CONFERENCE.  |  WEDNESDAY, 14 APR 2010
Securitor, one of the largest financial planning groups in the country, maps out a growth strategy that will prepare its planners ahead of industry consolidation, tougher regulation and the nation's seismic $400 billion wealth transfer over the next ...

Centric enhances direct equities services

MICHAEL HOBBS  |  WEDNESDAY, 14 APR 2010
Centric Wealth is building on its direct equities and individually managed account (IMA) capability following demand from its high net worth clients.

Investors get $250m compensation for crook advice

FSA RELEASE  |  TUESDAY, 13 APR 2010
Unsuitable advice on pension switching in the UK still abound - prompting the UK's Financial Services Authority to publish new findings that will see advice firms pay $250 million in compensation to investors.

OneVue and BGL to white label UMA

MICHAEL HOBBS  |  TUESDAY, 13 APR 2010
OneVue and BGL Corporate Solutions have teamed up to develop a unified managed account (UMA) for Australian Financial Services Group (AFS) advisers. Both companies plan to white label the product to other financial advice dealer groups.

HUB24 wins Sentry mandate

COMPANY RELEASE  |  MONDAY, 12 APR 2010
Sentry Group has appointed HUB24 to provide Unified Managed Accounts (UMA) for the dealership's 330 planners.

Matrix adds regional practice

COMPANY RELEASE  |  TUESDAY, 6 APR 2010
Matrix Planning Solutions has recruited regional practice A&B Financial Planning into its dealer group.

Futuro grows planning network

PRESS RELEASE  |  TUESDAY, 6 APR 2010
Futuro Financial Services has increased its national network by nearly 50 per cent to 93 per cent in the past 18 months.

Advisers to gain political insight

PRESS RELEASE  |  TUESDAY, 6 APR 2010
Joe Hockey, shadow treasurer, and Chris Bowen, minister for financial services, superannuation and corporate law, are sharing their insights on the financial planning industry at two separate AFA luncheons later this month.

Infocus plans further expansion

RUTH LIEW  |  THURSDAY, 1 APR 2010
Planning firm Infocus Wealth Management is on track to recruit 20 new adviser offices this financial year and looks to add another 20 by the end of June next year.