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...
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...
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...
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 ...
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 ...
The number of advisers with a life background remains reasonably steady – despite all the noise about PS 146. JULIE BENNETT reports....
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....
From its birth only three years ago, Matrix Financial Group has established a successful network of financial advisers. BARBARA MESSER reports....
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...
There is a saying that old advisers never die, they just re-write their life insurance policies....
Colonial First State has added a new corporate superannuation component to its recently launched FirstChoice master trust platform, providing members of corporate super p...
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...
Six dealer groups have signed up for the PremiumChoice Portfolio Services platform in its first two months of operation, says chief executive Richard Carter....
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...
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...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...