advisers

Financial planning

Corporate superannuation has long been the realm of the large whole-sale financial services groups to the exclusion of financial advis-ers, but that is about to change, r...

Financial planning

Web no threat to planners: Power

Financial planners should not fear e-commerce, but use the opportu-nity to concentrate on their core business of advising, according to BT executive vice president Terry ...

Financial planning

Liability - an adviser's fear, a dealer's worst nightmare

Financial planners who have advised clients in the past seven years to use a protected loan for margin lending may soon find themselves with some very dis-gruntled client...

Financial planning

Loan's nil interest credit card a first

ING Mercantile Mutual Bank, the only specialist bank in Australia which distributes mortgages solely through advisers, has launched a new home loan product with a unique ...

Financial planning

DIY Investors: friend or foe?

Should fund managers and advisers see do-it-yourself investors as a threat or an opportunity?...

Financial planning

Greater exposure to growth assets needed

FPI Research has taken a more aggressive stance in its asset alloca-tion recommendations and believes advisers should be recommending the same....

Financial planning

SmartApp to replace paperwork

Life insurance research and software business PlanTech has launched a software package which it says will replace paper-based systems used to process proposals and applic...

Financial planning

A flying start with new products

In today’s increasingly sophisticated investment environment, it is more important than ever for financial advisers to keep up with new types of investment products on th...

Financial planning

Adapting – and surviving – in an everchanging world

Two events of the past month have the potential to turn the retail financial services market on its head. Tom Collins examines the possibilities opened up by the sale of ...

Financial planning

How planners are beating the banks at their own game...

The term "Jack of all trades and master of none" has, depending on your standpoint, two meanings. Traditionally, it is a sapient caution against the downside of spreading...

Financial planning

Advisers enter the ring with the banks

A new “reverse” mortgage has been launched where financial planners and accountants build their own home loan packages instead of picking from a range of pre-prepared pro...

Financial planning

Advisers give GST thumbs up

The financial planning community strongly supports the introduction of a goods and services tax in Australia, according to a recent survey. ...

Financial planning

Advisers can’t account for wrap lapse

While the industry has devoted many recent hours locked in grave debate over the future impact of wrap accounts, a new survey has concluded that very few advisers underst...

Financial planning

Making the choice selection

At the time of writing this article only one of the three forums on administration systems (wraps and master trusts) had been held. ...

Financial planning

Fees: the new fuel added to the master vs wrap fire.

With three conferences on client portfolio management systems scheduled for Sydney over the next week or so, the master trust versus wrap account war appears to be escala...