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FINANCIAL ADVISERS
Financial planning
InvestorWeb Research has named Advance Funds Management its top rated six star manager for Australian equities....
Financial planning
The Association of Financial Advisers (AFA) has finally settled on a professional designation for its members, registering the Authorised Financial Adviser Australia (AFA...
Financial planning
Investment Data Technologies (IDT) has constructed a new free tool for financial advisers to assist them in choosing the optimum software for their businesses rather than...
Financial planning
Advisers with AM Corporation will receive a part share of the proceeds from the sale of the business to IOOF after former majority owner and found David Smith indicated h...
Financial planning
Fiducian Financial Services will soon launch a financial planning software package, FORCeFP, which will write financial plans meeting all FSRA requirements....
Financial planning
National Wealth Management has confirmed industry speculation that it would strike a deal with IWL to incorporate the latter’s financial planning software package, VisiPl...
Financial planning
The inaugural Business Development Manager (BDM) of the Year Award was hugely popular, with hundreds of readers nominating 98 BDMs for the award. Culling the list to a ma...
Financial planning
Women as a target market is an obvious choice, but, as Jason Spits writes, what sets them apart is what financial advisers should be looking at....
Financial planning
The proposed meeting between a number of small dealer groups in Sydney next month has been postponed after concerns regarding the direction and nature of a proposed natio...
Financial planning
Financial planning company Snowball Group has formed a strategic alliance with independent group Hayes Sterling to represent Snowball in South Australia....
Financial planning
The Joint Parliamentary Committee on Corporations and Financial Services is expected to rule against disclosure of commissions on risk products when it tables its final r...
Financial planning
Small dealer groups are back on the agenda as members of three bodies representing small planning groups have agreed to meet to discuss the creation of a national executi...
Financial planning
An international battle between controllers of the Certified Financial Planner (CFP) and Chartered Financial Practitioner (ChFP) designations has erupted in the Asia-Paci...
Editorial
Psychology is often the biggest obstacle to consistently successful investing, says Gordon Thoms....
Financial planning
Australia’s funds management and life insurance groups are failing to live up to the expectations of financial advisers in key performance criteria, a new report claims....
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Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...