financial planning

Financial planning

Readers will remember our last episode where Nick Bruining had decided to take the leap of faith required to obtain a dealer's licence. We left our intrepid hero dangling...

Financial planning

Hey buddy, have I got a deal for you…

People like Prudential Investment senior executive Lester Anderson are proof that the fine art of salesmanship is alive and kicking in the financial services industry. St...

Financial planning

You can bank on a challenging time ahead

There has long been a saying around the financial planning and funds management traps over the years that if the major banks ever got their act together, they'd probably ...

Financial planning

Alafaci gets an offer too good to refuse

Dominic Alafaci has departed HSBC to form a financial planning business with one of the pre-eminent names in Melbourne stock broking, EL&C Baillieu. ...

Financial planning

Adviser Feedback – 18/03/1999

Are banks a threat to your business?...

Financial planning

Super stars of planning: exploiting the art of selling yourself

A high profile can open many doors for financial planners in terms of quality client leads, retaining clients and building a better business. But as Julia Newbould found ...

Financial planning

Smart planners ride on a corporate super wave

Party politics may be holding up member choice superannuation legislation, but it has not stopped a number of companies outsourcing their corporate superannuation account...

Financial planning

RISK – Stay focused or face the threat of legal action

As dealer groups and advisers face a spreading threat of legal action from clients, planning sector experts are becoming more concerned about the growing dangers planners...

Financial planning

Recruitment – Window of opportunity opens even further

Judging from recent publicity and a sampling of the positions vacant columns, demand and rewards for financial planners and associated support staff is growing strongly. ...

Financial planning

So, what’s in store next from the MLC tucker bag.

Fleet of foot or lumbering giant: that is the choice facing the country's biggest distribution networks as they enter a new phase in competition and legislated changes. S...

Financial planning

Dealers and researchers on hold over independent BT

Dealer groups and research houses have given a mixed reaction to the announcement by Deutsche Bank that BT Funds Management is to remain a separately managed operation in...

Financial planning

A-grade advice you can privately bank on

Back in December I attended a conference on private banking. There I heard a speaker say the following:...

Financial planning

More to paraplanning than meets the eye...

To many in the financial services industry, the title “paraplanner” conjures up an image of a quiet techie beavering away behind the scenes on the lesser tasks of financi...

Financial planning

Stamping out the bug: Planning firms scuttle into action – and count costs – over Y2K

With 1999 already tipped as the year of the millennium bug, companies around the world are scrambling to get ahead of the problem. And some Australian financial planning ...