financial planners

Financial planning

The Financial Planning Association (FPA) has called on the Government to offer incentives and assistance to financial planners in transitioning their businesses over into...

Financial planning

You’re biased, advisers told

AN ALLIANCE of high-net-worth investors has launched a stinging criticism of the quality of the financial advice they receive and accused financial planners of being tain...

Funds management

Absolute Capital to list first hedge ETFs

Absolute Capital will list three retail hedge funds it launched in July on the Australian Stock Exchange (ASX), to be available to master trusts, wraps and retail investo...

Financial planning

Golden handcuffs free planners to go it alone

Two years on since the deals were struck, ‘golden handcuff’ incentive payouts to keep staff on board are drawing to a close, re-highlighting the challenge companies face ...

Financial planning

Old advisers never die…except when its time to go back to school

There is a saying that old advisers never die, they just re-write their life insurance policies....

Financial planning

BDMs labelled underperforming and overpaid

The pointy end of fund managers’ sales pitch to financial advisers - business development managers (BDMs) - have been cut down to a size by a new survey which labels them...

Financial planning

ClearView still waiting for funds to sprout

Even the all conquering brussell sprout has failed to list the NRMA’s new financial planning division, ClearView Retirement Solutions, into the black, with the business l...

Financial planning

FirstChoice off to flying start

COLONIAL First State’s new flagship master trust, FirstChoice, has taken in an impressive $850 million since its launch just three months ago....

Financial planning

Divorcees create super opportunity for planners

FINANCIAL planners should be on the lookout for substantial new business opportunities as a result of the soon to be implemented legislation changing the way superannuati...

Financial planning

Fiducian grows its Field of Dreams

Indy Singh has built a business based on vision and a fax. BARBARA MESSER spoke with him about his vision and the contents of the fax....

Financial planning

Resale value can be found in planners’ existing strengths

WITH a number of financial planners rapidly approaching their own retirement, succession planning has become a hot topic in the industry. The commonly held view is that p...

Financial planning

DPM offers equity to lure planners

Diversified Portfolio Managers (DPM) will offer equity to participating dealerships in a bid to create a network of financial planners and open its dealer group to the wi...

Financial planning

Platinum House opens its doors

Another group of financial planners have thrown their hat into the boutique financial planning market with the launch of Platinum House Financial Planning....

Financial planning

Designations are also about consumers

IT IS easy to see both sides of the argument in what could quickly escalate into a full blown legal dispute between the Financial Planning Association (FPA) and the Assoc...

Editorial

Facing the music in a low return market

As the global economy continues to reel from the events of September 11 and corporate collapses both here and overseas, investor confidence has been shaken. NICOLE SZOLLO...