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FINANCIAL ADVISERS
Financial planning
Investors are more optimistic than financial advisers on future share market performance according to a joint Australian Investors Association and Adviser Ratings survey....
Financial planning
Aegis Equities Research has won a mandate to supply Sealcorp owned financial planning group Securitor with equities and property investment research....
Financial planning
The Australian Democrats have moved quickly to outline elements of their superannuation policy ahead of next month’s Federal election by announcing a five point plan whic...
Financial planning
With independence comes choice – and planners at Matrix Planning Solutions are enjoying both. Kate Kachor looks at their decision to go solo....
Financial planning
A recent court ruling has put the industry on notice that clients can be compensated for a lot more than money directly lost as a result of inappropriate advice, says Pau...
Financial planning
Model portfolios have been positioned as the tool advisers use to allocate assets and create investment scenarios for clients but are they a reliable replacement for doin...
Financial planning
Aurora is heading into new territory with its focus on the risk and superannuation advice market. Rebecca Evans reports....
Financial planning
Former Challenger executive Jamie Kelly has started up his own practice to offer locum services to the financial planning industry....
Financial planning
A new wine investment scheme is being promoted as a customer loyalty plan for financial advisers, with investors getting their returns in the form of bottles of wine....
Life/Risk
The Financial Services Reform Act has changed the world of risk insurance, but as Ross Kelly writes, opinion is divided on whether the task has become harder for advisers...
Financial planning
A breakaway dealer group has achieved success through hands-on adviser involvement. Kate Kachor reports....
Editorial
Advisers face many choices when building a portfolio, but as Ross Kelly finds, putting all your eggs in one basket can be risky....
Financial planning
CHOOSING the Money Management/Tribeca Communications Business Development Manager (BDM) of the Year is, as it was last year, a task fraught with difficulty....
Financial planning
This year will see the FSRA come into force in financial planning practices everywhere, but what else is on the agenda? JULIE BENNETT reports....
Financial planning
The Parlimentary Secretary to the Treasurer Ross Cameron has ordered an investigation into adviser access to client files and remuneration after Brisbane based advisory g...
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MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...