Nicole Szollos

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Financial planning

21 Mar

More advisers does not always mean more clients

NICOLE SZOLLOS explores the correlation between the number of planners employed by a distributor and funds under advice. ...

Financial planning

21 Mar

Heavy users of master trusts come clean on their appeal

Master trust funds under administration continue to grow, as financial planners embrace these platforms with increasing enthusiasm. NICOLE SZOLLOS speaks to some of the b...

Financial planning

21 Mar

Planners should take back master trust control

Financial planners with fund manager relationships for master trust and wrap account functions could be doing more damage to the practice than good, according to Associat...

Financial planning

21 Mar

IntegraTec OnTrack with adviser training

IntegraTec Training launched its new adviser training service today, OnTrack, an online continuing education solution for financial planners....

Financial planning

21 Mar

Contract admin builds business

Contract administration as part of a business strategy can ensure ongoing income stream for a dealer group, but is an area that is sometimes over-looked, according to Inv...

Financial planning

21 Mar

Dealer groups complacent

Nearly a quarter of advisers are unsure what action was necessary to demonstrate they complied with Policy Statement (PS) 146 according to a recent survey on adviser prep...

People & Products

20 Mar

Villars new retail head at HSBC

HSBC Asset Management Australia has taken on former Wells Capital Management executive vice president Rick Villars as its new head of retail, in a move designed to streng...

Financial planning

14 Mar

AXA reaches Summit with $3 billion

AXA’s Summit master trust has broken the $3 billion funds under management barrier, after growing by one billion dollars in just 12 months....

Financial planning

13 Mar

Butler takes over as Zurich chief

Zurich Financial Services Australia former chief operating officer John Butler has become chief executive officer (CEO) effective immediately, following the decision by f...

Financial planning

11 Mar

Australian investors more confident

The confidence of Australian investors in the Australian economy and their investing environment has improved significantly since the end of last year, according to the l...