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FINANCIAL PLANNERS
Financial planning
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 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
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
There is a saying that old advisers never die, they just re-write their life insurance policies....
Financial planning
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
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
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
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
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
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
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
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
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
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...
Life/Risk
An insurance group that has agreed to establish a facility to provide professional indemnity insurance for members of the Association of Financial Advisers (AFA) will tur...
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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 ...