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FINANCIAL PLANNERS
Financial planning
US financial planners could be in for an unexpected business uptake following the September 11 attacks as high net worth clients seek out professional advice in the wake ...
Financial planning
Few providers of back office services to financial planners would disagree that they occupy the less glamorous side of the investment advice industry, toiling away in the...
Financial planning
It is a pretty unusual occurrence to find a financial planner with nothing to do. It seems these days that if a planner does not have towering piles of paper work precari...
Financial planning
Life advisers are still a major force in planning and despite the impact of industry change their numbers have not declined. Simon Segal examines who held fast in the pas...
Financial planning
Consolidators have been big news in the last year but their success has been mixed. Simon Segal examines where they fell in this year’s rankings....
Financial planning
In the past many stockbroking firms who tried to push their way into the financial planning failed, however as Kate Kachor reports some have persisted....
Financial planning
An examination of the Money Management Top 100 dealer’s survey rankings would suggest that the industry has shifted from a time of deals and jockeying for position to a t...
Funds management
Rothschild Australia Asset Management Limited (RAAM) has launched a global fund of hedge funds as part of an increasing suite of hedge funds products slated for release....
Superannuation
One of the most difficult parts of the job that financial planners do is helping their clients to plan for the consequences of their death. It is safe to assume that most...
Financial planning
I set off on my recent trip to the UK smug in the belief that I’d be able to teach the Poms a thing or two, as our industry, as we keep telling each other, is so far ahe...
Financial planning
Professional Investment Services (PIS) has signed 200 financial planners and life brokers in the past 12 months from more than 15 dealer groups Australia, with expansion ...
Financial planning
Ethical investing is a great way for financial planners to sign up younger clients, co-chair of the Ethical Investment Association Janice Carpenter says....
Editorial
The way investors and advisers buy and redeem units in managed funds could be turned on its head with the advent of listed managed funds. Stuart Engel takes a look at the...
Editorial
The life industry has identified what the managed funds industry has long known, distribution is critical. Alexandra Cain examines how life companies will stake their cla...
Financial planning
The Association of Independently owned Financial Planners (AIOFP) has signed a deal with funds management group IOOF Funds Management to roll out a superannuation master ...
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Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...