ADVISERS

Financial planning

Both investors and advisers are more optimistic about share market performance over the next six months than they were last month, according to this month’s combined Aust...

Financial planning

Clients are engaging in a courting process when seeking a financial adviser that mirrors dating and are essentially after a long term relationship similar to marriage, ac...

Financial planning

Hundreds of advisers around the country have being forced to quit the financial planning industry after failing to comply with the new compulsory education requirements u...

Financial planning

The Asgard master trust has taken out the top prize in this year’s Assirt Service Level awards after being voted the best investment platform in the country by financial ...

Financial planning

Investors are more pessimistic about the current share market outlook than financial advisers, although both have growing expectations of a bear market, according to the ...

Financial planning

The number of advisers with a life background remains reasonably steady – despite all the noise about PS 146. JULIE BENNETT reports....

Financial planning

The make up of professionals filling the rungs of the Top 100 ladder are changing. JULIE BENNETT investigates exactly who is in the financial planning mix of 2002....

Financial planning

From its birth only three years ago, Matrix Financial Group has established a successful network of financial advisers. BARBARA MESSER reports....

Financial planning

I went to a new product launch the other day. Well it wasn’t really a new product, it was more of a patch up of an old product to keep the money rolling in and a relaunch...

Financial planning

There is a saying that old advisers never die, they just re-write their life insurance policies....

Financial planning

Colonial First State has added a new corporate superannuation component to its recently launched FirstChoice master trust platform, providing members of corporate super p...

Financial planning

Royal & SunAlliance Financial Services (R&SA) has launched an online portfolio blending tool that links funds of the same sectors or styles which do not share a common hi...

Financial planning

Six dealer groups have signed up for the PremiumChoice Portfolio Services platform in its first two months of operation, says chief executive Richard Carter....

Financial planning

While choice of funds makes its way back onto the agenda, TOM COLLINS says the issue of self interest must be tackled or the industry faces the possibility of further gov...

Financial planning

Back-office suppliers are gearing up for some busy times ahead as planners seek new ways to cut costs. JOHN WILKINSON looks at how back-office services are re-engineering...

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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 ...

2 months 2 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 ...

2 months 2 weeks ago
gonski

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

2 months 2 weeks 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....

6 days 5 hours ago

Having divested its advice business in August, AMP is undergoing restructuring in at least four other departments amid a cost simplification program....

3 weeks 5 days ago

The Reserve Bank of Australia's latest interest rate announcement has left punters disheartened on Melbourne Cup Day....

5 days 4 hours ago