advisers

Financial planning

Are we succeeding for ourselves or for consumers?

A Measuring success in this industry depends on your starting point. But, as TOM COLLINS writes, how often does the industry define success in terms of the benefits it ha...

Financial planning

BT’s wrap hits $6 billion

BT Funds Management’s wrap service has this week passed the $6 billion mark for funds under advice after a period of unprecedented growth....

Financial planning

Customised equity tracking for advisers

A Melbourne-based securities dealer is offering planning groups an equities tracking service for clients’ portfolios....

Financial planning

IntegraTec OnTrack with adviser training

IntegraTec Training launched its new adviser training service today, OnTrack, an online continuing education solution for financial planners....

Financial planning

Dealer groups complacent

Nearly a quarter of advisers are unsure what action was necessary to demonstrate they complied with Policy Statement (PS) 146 according to a recent survey on adviser prep...

Financial planning

Before the fall comes pride

The link between advice and implementation should be broken, according to TOM COLLINS, and this means a re-examination of the thorny issues of commissions and disclosure....

Financial planning

Big is best no matter what industry says

For some time I have been confused by industry experts arguing that there will be an increase in the number of DIY and small dealer groups, when most other financial part...

Financial planning

Australian planners react well to change

Compared to their UK counterparts, local planners have set themselves up for a brighter future and have responded well to change, according to GERARD DOHERTY and MICHAEL ...

Financial planning

Success takes away industry initiative

The financial services industry remains inefficient because its success means it does not have to improve. However Tom Collins argues this will spur on the next wave of c...

Financial planning

SA adviser permanently banned

South Australian financial adviser Graeme Edward Smith Hall has been permanently banned from acting as a representative of a securities dealer by the Australian Securitie...

Financial planning

ING gives advisers access to bank product

The ING Group has brought the relationship between its advisory channels and direct banking business closer today after it made its flagship savings account, the Savings ...

Financial planning

Sealcorp reduces risk with ProQuest

Sealcorp has become the first major institution to sign up for the ProQuest Risk Profiling system, and will rollout the service to its advisers during the next six months...

Financial planning

Colonial boosts commissions

Colonial First State Investments will next week boost its adviser commissions on entry fees for retail funds by a further 20 per cent, giving advisers the full 100 per ce...

Financial planning

Grosvenor offers advisers equity

Dealer group Grosvenor Securities has announced an equity offer plan to the group’s 45 proper authority holders, in a move to grow the Grosvenor business....

Financial planning

Netwealth grabs more business

Netwealth has already signed up five dealer groups for the adviser version of its on-line wrap service, says managing director Michael Heine and has plans to extend that ...