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...

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 ...

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

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

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...

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...

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 ...

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...

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...

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

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...

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

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...

Despite the absence of a chief executive, Sealcorp has wasted no time firing a new salvo in the rapidly escalating war on wrap accounts, announcing revised terms and cond...