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

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

2 days 21 hours 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 1 hour ago

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

5 days 4 hours ago