PLANNERS

Financial planning

The number of planners using risk software continues to rise, according to a 2013 Investment Trends report....

image
Life/Risk

Risk commission concerns have blocked discussions about client trust and appropriate selling of risk insurance...

image
Financial planning

Twenty per cent lower practice valuations are the way of the future, says Seaview Consulting director Bob Neill....

image
Financial planning

The way licensees serve and support planners in regional Australia bears many similarities to the way planners assist their own clients in the regions. ...

image
Funds management

Financial planners will be able to access funds directly, bypassing platforms, via new execution-only service nearing launch....

image
Financial planning

While grandfathering appears to have put a halt on succession planning, the reality is that wider issues have been exposed and, as Jason Spits writes, planners are lookin...

image
Editorial

Given the nature of the relationships which traditionally exist between dealer groups and research houses, how many financial planners can actually claim to have a better...

image
Life/Risk

It has become ever more important to be a planner’s most-used insurance provider, according to research by Investment Trends....

image
Financial planning

Investor worries about financial markets are under control while market return expectations have jumped, writes Recep Peker....

image
Funds management

Platform flows are improving as the wall of cash breaks down....

image
Rate the raters

Despite having a global presence and scale it was the specific product and services offered locally that have boosted the reputation of Morningstar, according to responde...

image
Financial planning

Dealer services model offers succession plans to more than 700 planners....

image
Financial planning

An Investment Trends survey conducted two months before FOFA came into effect revealed only 23 per cent of financial planners felt ready....

image
Financial planning

There are many aspects involved in running a successful financial planning practice, including the things clients can see and the things that lie beneath the surface. Mil...

image
Financial planning

Matrix promotes two staffers and outsources paraplanning...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

10 hours ago

Interesting. Would be good to know the details of the StrategyOne deal....

4 days 15 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 2 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 4 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

3 days 13 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

2 days 16 hours ago