Larissa Tuohy

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Financial planning

07 Jul

The new Super, Wealth and Investment Management Electronic Commerce initiative (SwimEC) standards released in April provide the framework for automated electronic payment...

Financial planning

29 Jun

Finding the outperformers

The PortfolioConstruction Forum Managed Funds Out-performance Report aims to identify funds that have out-performed their peers consistently over time. This extract prese...

Financial planning

29 Jun

Gold moves on despite the sceptics

It’s time again to return to the topic of gold. It comes at an interesting time when (at least at the time of writing) gold was confounding many critics by rising in pric...

Financial planning

28 Jun

A chartered course

Charter Financial Planning’s growth in advisers is partly due to the success of keeping its existing advisers, says former national manager Bruce Birchall. “Our retention...

Financial planning

28 Jun

Offering best value

Offering a value proposition to advisers was the key to boosting the number of financial planners at Capstone Financial Planning “Our growth is occurring from a variety o...

Financial planning

28 Jun

The numbers game

Dealer groups continue to poach advisers from each other, although a number of advisers are moving of their own accord as they seek more independence....

Financial planning

28 Jun

Building the points of difference at AFS

Creating a point of difference from other dealer groups is the reason for the jump in adviser numbers at Australian Financial Services, says chief executive officer Peter...

Financial planning

24 Jun

Super funds look for ethical investments

Over 80 per cent of companies listed on the S&P/ASX200 are unable to demonstrate that the board holds responsibility for governing unfair business practices....

Financial planning

20 Jun

Adviser found guilty of fraud

A former South Australian financial adviser who converted the proceeds of client cheques for his own use has been found guilty of fraud in the District Court of Adelaide....