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Financial Planning

Snowball renames planning groups

Financial planning and services provider, Snowball Group, has roped in a number of its businesses and re-branded them under one name and licence, starting from earlier this month.

Lonsdale close to 110-planner target, adds risk specialists

Lonsdale Financial Group is on its way to becoming a 110-strong network of financial planning practices in two to three years thanks to its recent spate of additions.

FPA principles push fee transparency to highest levels ever

The Financial Planning Association (FPA) has launched a set of principles in a bid to improve planner fee transparency and give consumers more control over charges and commissions.

Investment banks and structured providers move into lending

What happens when you mix credit management, structured products and the flexibility of a boutique? You get what might be the next generation of margin lending products.

Retail gross inflows break $200bn for 2005: Plan For Life

Retail managed fund's gross annual inflows broke $200 billion last year, showing double digit growth from 2004 and strong rates for the top fund managers.

Online broking competition to heat up

WWW.THESHEET.COM.AU  |  THURSDAY, 2 MAR 2006
Commonwealth Bank's stockbroking business Commsec may face a bigger challenge this year to its leadership of the online broking market as competitors Westpac and National Australia Bank market have upgraded online trading platforms.

Paragem links with Miles Corporate to help planner group M&As

Paragem Partners, a supplier of AFSL support services, has linked with Miles Corporate, a specialist provider of corporate advisory and business agency services, to help planning firms and accounting practices sell or buy other firms.

FPA and ASIC warn consumers to defend against fraudsters

The FPA has warned Australians to check that their adviser is licensed, while ASIC has launched a free e-newsletter to arm investors with information about fraudulent practitioners and dodgy schemes.

Super is not all about Eve

The average working female has $200,000 less to invest at retirement than the average working male, based on a case study conducted by max Super.

Life risk advisers endorse Zurich

Zurich Financial Services Australia has been named the number one life risk provider according to the annual WA Taylor Report.