Fiona Moore

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Financial planning

03 Apr

FPA discusses ageing issues with Govt

The Financial Planning Association (FPA) has met with the Minister for Ageing, Kevin Andrews, to develop a long term approach to demographic problems arising from Austral...

Financial planning

28 Mar

Multi-managers set to take a firm grip

A multi-manager approach to investing in equities is gaining momentum. But as FIONA MOORE reports, it means planners will need to redefine where they add value....

Financial planning

28 Mar

It’s time to practice what we preach

Are you one of the 54 per cent of financial planners that do not have a structured financial plan?...

Financial planning

28 Mar

Ethics under the shadow of hedging

ETHICAL investments still remain on the outer for financial planners despite frenzied activity in the ethical funds management marketplace last year and increasing invest...

Financial planning

28 Mar

Perpetual reviews master trust manager mix

Perpetual is currently revamping its fund-of-fund master trust offerings and reviewing all fund managers in anticipation of launching a new manager line up at the end of ...

Financial planning

27 Mar

Researchers call for cut in agribusiness commissions

Some of the country’s most influential agribusiness researchers have united to call for a significant reduction in the commissions paid to financial advisers who recommen...

Financial planning

26 Mar

Sealcorp rolls out ProQuest and SRI funds

Web-based risk profiling system, ProQuest is now fully integrated with Sealcorp’s on-line adviser services portal, adviserNET following the signing of an agreement betwee...

Funds management

25 Mar

Fiducian weighs in with bonds

Fiducian Portfolio Services has increased its exposure to fixed interest with the appointment of Barclays Global Investors Overseas Bond Index Fund to its fixed interest ...

Financial planning

21 Mar

Groups increasingly stand alone on name

There is a growing trend for dealer groups to be branded distinctively separate from their owners. FIONA MOORE reports on the benefits of the strategy and its history....

Financial planning

21 Mar

Big is best no matter what industry says

For some time I have been confused by industry experts arguing that there will be an increase in the number of DIY and small dealer groups, when most other financial part...