united states

Superannuation

Retirees stumble at final planning hurdle

As member choice gains prominence, people are being given more responsibility for looking after their golden years. Recent research, however, raises concerns about just h...

Financial planning

Association drops CFP designation

The Certified Financial Planner (CFP) Board of Standards in the United States has completely rescinded its decision to introduce a new entry level CFP standard for financ...

Financial planning

Broking and private clients - threat or opportunity for planners

The advent of on-line share trading appears to have been a harsh wake up call for stockbrokers. Zilla Efrat examines whether the Internet poses a threat to, or an opportu...

Financial planning

Hedging your bets with the right fund

While hedge funds and managed futures have been in existence for decades, it is only recently that growth has taken off in the US and Europe. Rick D Bernie believes there...

Financial planning

AOL, Intuit deal gives members a ride on the superhighway

Australian members of AOL now have access to the Quicken.com.au investment service, thanks to a recent alliance formed between AOL in Australia and Intuit, a leading inte...

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

The drive to reduce fees in the investor Net wars

Direct distribution in shares and managed funds over the Internet is heating up with the entry of a new discount broking player and the aggressive marketing of a new mana...

Financial planning

Recruitment – Time to see the light and catch the gold rush

Human resources managers are under growing pressure to identify and recruit what are known as gold collar workers. Gold collar workers are those with the skills and talen...

Financial planning

ACS banks on a clearance bonanza

Financial planners could be selling equities without having to go through a broker within the next 12 months....

Financial planning

RISK – In the long run, sustainability is the key

Advisers have an increasingly important role to play in helping the risk insurance market to refocus on long-term sustainability and offering real value to customers, wri...

Editorial

RISK – Choice is simple: time to save the market

Disability insurance in Australia has reached a crisis point largely thanks to the under-pricing of products carrying certain unsustainable features, argues Mark Gallaghe...

Financial planning

Vanguard makes its mark in US

Vanguard's marketing efforts in its United States home market is paying dividends, with the group attracting a record $US48.9 billion to its US stock and bond mutual fund...