Instreet Investment is developing a portfolio stress test service to help financial advisers check the investment risk in client portfolios....
Former DKN CEO Phil Butterworth made the decision to join a new business unit at BT Financial Group, regardless of whether fellow DKN and Lonsdale executives would also m...
A new focus on financial adviser distribution is paying off for ING Direct with its products now recommended by 2,400 advisers in 245 dealer groups....
Though self-managed super funds (SMSFs) have continued to enjoy solid growth in 2011, estate planning is an area in need of increased focus, according to Peter Hogan, Pri...
Following the launch of its gearing package in May of this year, self-managed super fund (SMSF) administrator Multiport has announced further enhancements to the service,...
A new automated self-managed superannuation fund (SMSF) administration service has been launched into the market, allowing financial planners and SMSF professionals the o...
The financial planning industry has welcomed the Government's proposal to raise the superannuation guarantee from 9 per cent to 12 per cent....
Financial advisers should utilise a recent ATO ruling as an opportunity to review SMSF succession plans....
Financial advisers have reacted angrily to continuing attacks on the industry by compensation lawyers who blame financial planners for negative market performance and enc...
The global financial crisis (GFC) acted as a catalyst for many financial planners to change their business models - something that has placed them in good stead as they d...
Neither financial advisers nor investors have been particularly interested in structured products over the past few years and the sector has significantly shrunk since th...
The Australian Securities and Investments Commission (ASIC) has accepted an enforceable undertaking from Commonwealth Financial Planning (CFP)....
Key regulators have admitted that deliberate financial services fraud is hard to stop with or without regulatory changes....
Australian Securities and Investments Commission (ASIC) chairman Greg Medcraft has outlined the regulator's proposed measures to improve the "competency and quality of ad...
Most prospective Generation X and Y clients do not know what they want to do financially - and they are a market that requires a focus from financial advisers, according ...
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 ...