financial planning groups

Financial planning

Style neutral managers have topped the rankings in the latest review of international equity managers by influential research group van Eyk....

Financial planning

Queensland firm sets sights high

Futuro Financial Service, a Queensland financial planning firm has unveiled an ambitious growth program in a bid to become a leading financial planning group boosting its...

Financial planning

Lumley looks to link with planning groups

The Lumley Life group has announced that it is looking to forge closer ties with financial planning groups in an effort to boost the distribution of its specialist life i...

Financial planning

Platforms are not the future for planners

The key to future financial planning groups will be selling the relationship, not what platforms the dealer group is using, says Strategic Consulting and Training managin...

Financial planning

Boutique planner association launched

An association for small dealer groups has just been launched to give boutique dealer groups more clout when it comes to dealing with Government on issues such as complia...

Rate the raters

Survival of the fittest will shape industry

Since the news of the purchase of van Eyk Research by William M Mercer, as reported by Money Management last week, hit the market the question has been raised as to wheth...

Financial planning

Sanford signs up ING’s Optimix

Online financial services group, Sanford, has signed an agreement to provide its online share trading product, Virtual Broker, to Optimix Investment Management, a special...

Financial planning

Asgard scouts for corporate planners

Asgard is seeking to access and support up to 15 dealer groups with at least $20 million under administration who are interested in entering the corporate superannuation ...

Financial planning

Process driven planning central to regime

An open letter to: Directors of Institutional Financial Planning Groups;...

Financial planning

Fiducian goes live with in-house admin

Financial services group Fiducian has gone live with its own internally developed administration system in what the group is calling one of the most significant achieveme...

Financial planning

Planners avoid job market gloom

While the employment market in other sectors, including parts of financial services, is looking decidedly grim in the face of a slowing world economy and the after effect...

Financial planning

Challenger revenue up despite slowdown

Challenger International has managed to secure record revenues of $351.3 million in the September quarter of this year, despite the uncertainty pervading world equity mar...

Financial planning

Distribution channels hold key for planners going solo

Over the past five years, the acquisition by banks and insurance companies of independent financial planning groups has become common market activity. These acquisitions ...

Financial planning

Challenger looks for dealer distribution

Challenger International is set to pursue further alliances with a range of dealer groups in an attempt to fill the hole left in its distribution ambitions by the break d...

Financial planning

Industry fund threat to planners

The burgeoning union backed industry superannuation fund sector will prove the greatest threat to the viability of boutique financial planning groups over the next decade...