ADVISERS

Financial planning

Almost seven years ago Robbie Bennetts met with the founding accountants and financial planners who were to become the first advisers within Professional Investment Servi...

Financial planning

PremiumChoice platform is set to target Western and South Australia in a bid to expand the number of dealer groups using its services by 30 per cent over the next 12 mont...

Financial planning

The Australian Investors’ Association (AIA) and Adviser Ratings August survey of investor and adviser sentiment has flagged a positive shift in mood regarding the Austral...

Financial planning

Dealer group Associated Planners (AP) has launched a succession planning service to advisers - the AP Partnership program - to assist it in attracting new blood to the gr...

Superannuation

RetireInvest is on the up and up – and they want you....

Financial planning

Sealcorp-owned advisory groups Securitor and Pact will rebate 100 per cent of client fees paid by cheque to the groups back to advisers, creating a fee for service model ...

Financial planning

St George Bank branches have begun to refer financial planning clients to advisers within the Securitor dealer group in rural areas where clients have no access to salari...

Financial planning

Perpetual Personal Financial Services, the wealth management division of Perpetual Trustees, has retrenched 51 staff including a small number of advisers in what it says ...

Financial planning

While the pay may be less than spectacular, paraplanning is set to become a career in its own right. Ben Abbott reports....

Financial planning

Madison Financial Group might be small, but it knows where it’s headed. Kate Kachor reports....

Financial planning

Macquarie Portfolio Services will launch its own version of a low cost platform in August which will offer minimum investment levels of only $2000 to access the platform....

Financial planning

Research conducted by the Australian Stock Exchange (ASX) has found that managed funds are still the leading investment vehicle for advisers despite the fact that many ar...

Financial planning

Platform provider Oasis has built what it claims is the industry’s first free software product - a new Internet-based straight through processing (STP) adviser desktop sy...

Financial planning

We all know the 80/20 rule which says the top 20 per cent of our clients give us 80 per cent of our profits....

Financial planning

Investment Data Technologies (IDT) has constructed a new free tool for financial advisers to assist them in choosing the optimum software for their businesses rather than...

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MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 days 1 hour ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 week ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 5 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

3 weeks ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

6 days 4 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

5 days 7 hours ago