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FINANCIAL ADVISERS
Financial planning
The Norwich Union group has teamed up with Australia’s largest independently owned dealer group, Professional Investment Services (PIS), to distribute its flagship master...
Financial planning
The Count Financial dealer group has added a series of three multi-manager portfolios to the list of recommended investment funds for its network of financial advisers....
Financial planning
InvestmentLink has expanded its services with the roll out of its transaction processing service for retail managed funds, only one day after the Australian Stock Exchang...
Financial planning
The Australian Stock Exchange (ASX) and IWL have joined forces to provide a straight through processing service for the unlisted managed fund and superannuation industrie...
Life/Risk
The crisis in professional indemnity insurance which has engulfed many professions in recent weeks has hit home for financial planners, with at least two more groups refu...
Financial planning
Last year the industry was abuzz with discussion centred around a paper called Hypercompetition. Now, as JASON SPITS writes, a follow-up report has been released and the ...
Financial planning
Norwich Union Life has experienced an increase in demand from financial advisers and their clients to add critical illness reinstatement policies to their life products a...
Financial planning
MOST INVESTOR’S place money in managed funds on the recommendation of financial advisers, a new survey has found....
Financial planning
Australia’s largest dealer group is preparing to link practice management directly to financial rewards. GEORGE LIONDIS reports on what could be a revolution in adviser r...
Financial planning
Van Eyk Research has won the mandate to become the investment and asset consultant to the Strategy Portfolio group’s new suite of investment portfolios, which form part o...
Financial planning
The Macquarie Bank is preparing to take on the Australian Tax Office (ATO) in court in a bid to reverse the tax office’s decision to disallow tax deductions for so-called...
Financial planning
AMP’s wholly owned external financial planning dealer group, Hillross Financial, has today launched an ambitious recruitment drive in an effort to double the number of it...
Financial planning
The Financial Planning Association (FPA) has passed a special resolution to recognise the contribution made by non-financial planners to the association....
Financial planning
The Financial Planning Association (FPA) has forced the Adviser Ratings group into a back down over its plans to publish a ranking of financial planners....
Financial planning
The agribusiness industry has some serious hurdles to overcome if it is to become part of the mainstream of investments recommended by financial advisers in Australia....
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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 ...