Most advisers think the Australian sharemarket will continue to offer investors positive returns in 2005, but don’t think they will be as robust as they were in 2004....

Poor business practices are causing financial planners to bleed tens of thousands of dollars in potential profits every year....

Poor business practices are costing financial planners tens of thousands of dollars in potential profits every year....

Many investors will remain ignorant of the soft-dollar payments received by advisers under the new industry Code of Practice for their disclosure, according to the Austra...

The requirement under financial services reform (FSR) to audit advisers is an expensive business for the dealers and a potentially stressful one for already overworked pl...

Nothing much has changed on Money Management’s list of Top 50 Distributors during the space of the last 12 months....

Following a review of its underwriting and administration processes, as well as a variety of product enhancements, Aviva has gone on to win this year’s Risk Manager of th...

The evolution of financial planning systems has taken various forms, as the complexity of advisers’ business practices grows. Traditionally, there has been the front-end ...

Aviva has won a tender to supply investment platform services to HBOS’ financial planning arm, St Andrews....

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...

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...

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....

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The success of a dealer group is often measured by adviser numbers. However, examining the assets of the dealer group – that is, the funds under advice and the productivi...