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FINANCIAL PLANNERS
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...
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
SOME of Australia’s leading investment specialists have come together to call on financial planners to hold their nerve and convince their clients to stay in Australian a...
Financial planning
THE number of complaints lodged against planners has risen dramatically over the last year, with inappropriate advice the most common complaint....
Financial planning
Financial services firm Snowball has won a mandate to administer a $30 million superannuation fund of a fabric and textiles business of more than 700 employees....
Financial planning
TECHNOLOGY firm Avanteos has enhanced its back-office wealth management software suite with a feature that helps financial planners generate personalised investment strat...
Financial planning
THE ASSOCIATION of Financial Advisers (AFA) will join the ranks of financial planning educators after linking up with Integratec to develop a series of training courses f...
Editorial
What was once an investment class largely ignored by Australian investors has now emerged as a market contender. KATE KACHOR examines the rise and future of hedge funds....
Financial planning
St George has opened the way for its margin lending clients and their financial advisers to enter the murky depths of call options....
Funds management
Boutique hedge fund manager Hale and Shepherd Investments has launched its first investment product – a mixed financial commodity fund....
Financial planning
THE DEAL between the Snowball Group and financial planning and accountancy group Investment Taxation Specialists (ITS) has stalled....
Financial planning
The subtle changes currently being made to the Hillross/AMP model reflects a repositioning of the value propositions of both businesses. GEORGE LIONDIS reports on what is...
Financial planning
The professional indemnity crisis is hitting the financial services industry hard. GEORGE LIONDIS investigates what planners and dealer groups are up against....
Financial planning
The number of consumers using a financial planner for advice has increased, particularly amongst the older generations, with people over the age of 35 more likely to use ...
Financial planning
AMP has added to the number of groups offering back-office solutions to financial planners with the launch of a dealer group backoffice support service....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...