ADVISERS

Financial planning

Advisers with AM Corporation will receive a part share of the proceeds from the sale of the business to IOOF after former majority owner and found David Smith indicated h...

Funds management

Advisers now regard hedge funds as a mainstream investment option for capital preservation and income growth and are supporting this view with their investment choices, a...

Financial planning

When ING unveiled its Tandem Financial Advice dealer group in August 2002, the result of merging its Lynx, Partnership Planning and AustAdvisers dealer groups, the market...

Financial planning

Badging’s success is unrivalled in getting planners to make use of them. Jason Spits looks at where the numbers fall....

Financial planning

If you’re looking for bells and whistles in a platform, you are spoiled for choice in this country. Julie Bennett looks at what’s on offer and what purpose it serves....

Financial planning

New opportunities have opened for advisors with the changes to the superannuation laws regarding divorce settlements....

Financial planning

The Securitor/PACT financial planning dealer groups will implement a price and functionality review of the Asgard master trust in an attempt to increase its market compet...

Financial planning

Deakin Financial Services Group has opened a new sales and administration office in Brisbane as part of its strategy to provide local, visible and accessible support for ...

People & Products

AMP Henderson Global Investors senior Australian economist Simon Doyle will end his 15 year association with the group after the announcement he will join Schroder Invest...

Financial planning

Guardian Financial Planning was created as a haven for risk-based advisers in the face of the Financial Services Reform Act (FSRA) and, as Simon Segal writes, the group h...

Financial planning

Asgard and Macquarie Wrap have made big pushes for new business announcing boosted payments to advisers for writing new business into the investment platforms....

Financial planning

Australia’s funds management and life insurance groups are failing to live up to the expectations of financial advisers in key performance criteria, a new report claims....

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Financial planning

The Australian Securities and Investments Commission (ASIC) is conducting a surveillance campaign of tied advisers that could yield results as damning as a recent report ...

Financial planning

Support for disclosure obligations under the Financial Services Reform Act (FSRA) is high, according to a Securities Institute survey, which shows only 13 per cent of adv...

Financial planning

American fund manager Scudder Investments has signed up an Australian consulting group, Business Health, to provide practice management support to its US based financial ...

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

4 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

4 weeks 1 day ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

4 weeks 1 day ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

2 weeks ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

3 weeks 6 days ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks ago