FINANCIAL ADVISERS

Financial planning

PIS Canada is set to double its business by December....

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Financial planning

The current drought has been a hot topic for many financial advisers considering an investment in agribusiness. In our view, when reviewing any potential investment for y...

Financial planning

Macquarie Financial Services Group has secured prime positioning across the platform and funds management categories of the 2007 Wealth Insights/Assirt Annual Service Lev...

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Financial planning

Macquarie Investment Lending has added a new functionality to its adviser website, Gear Up, enabling planners to fix clients’ interest rates online via the secure website...

Financial planning

Colonial Geared Investments has increased the loan to valuation ratios applied to the vast majority of its managed funds to provide advisers and their clients with greate...

Life/Risk

The 2007 Federal Budget should address the personal savings and life underinsurance crises in Australia, according to the Association of Financial Advisers....

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Financial planning

The new Simpler Superannuation rules have divided baby boomers, with a new study revealing the generation is split three ways on the debate....

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Financial planning

In a move that could cause friction between financial advisers and dealer groups, advisers plan to include additional financial services platforms in their existing offer...

Financial planning

Software developer Salesforce.com will launch a web-based customer relationship management system aimed directly at financial advisers....

Financial planning

Clients are demanding greater exposure to direct shares through their financial advisers, according to Jeremy Pree, head of Lonsec’s stockbroking and equities research di...

Financial planning

The first set of research performed on the Australian separately managed accounts market has shown the products currently on offer need to improve their functionality bef...

Financial planning

HBOS’ wealth creation arm, St Andrew’s Australia, has signed an agreement with wealth management applications and professional services provider Bravura Solutions to util...

Life/Risk

In a market first, CommInsure is now covering advanced diabetes under its standard trauma policy as part of a suite of enhancements to its retail risk insurance range....

Financial planning

Macquarie Investment Lending has made a number of upgrades to its website GearUp, with a view to improving and expanding upon the online services available for financial ...

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Financial planning

The Association of Financial Advisers has achieved the highest rating on overall performance in a survey of industry associations, beating the Financial Planning Associat...

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month 3 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month 4 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month 4 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

1 week 3 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

3 weeks 4 days ago

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

2 weeks 5 days ago