24 February 2010 | The only dedicated multimedia news bulletin for the financial advice industry. 7 days of news in under 4 minutes. Proudly sponsored by Macquarie.
1 February 2010 | Advisers have found in recent years that when it comes to legal matters, the buck stops with them. But are dealer groups being held accountable for their role?
30 October 2009 | Complex products preventing planners from taking advantage of market upswings.
26 October 2009 | Common standards for straight-through data processing will bring more efficiency for planners.
11 September 2009 | Will create time and cost savings for advisers of self-managed super fund clients.
28 August 2009 | But equity and property market devaluations over the financial year hit revenue.
2 July 2009 | Dealer groups dissatisfied with financial planning software are creating their own or purchasing programs from practices marketing their own internally used software.
18 June 2009 | Software system requires little servicing, comes with automatic online upgrades.
8 May 2009 | There’s still more to say when it comes to forecasts, timing the market and financial advisers, says MICHAEL DALE.
1 May 2009 | Margin lending can reap rewards for investors when times are good, but can prove disastrous in bear markets. LUCINDA BEAMAN finds out what makes up a successful margin lending strategy.
14 April 2009 | Multi-managers appear to be weathering the current market volatility better than most with some companies even reporting net increases in fund flows, according to the latest multi-manager sector review conducted by ratings house, Lonsec.
26 February 2009 | Dealer group Fiducian has reported a profit and improved dividend for the half year to December 2008, despite a 21 per cent fall in operating revenue and a market downturn which saw more than $200 million wiped from its super and investment assets over the period.
12 February 2009 | Planners who insist clients not make any change need to remember our role is to advise not direct.
12 February 2009 | Following the US sub-prime mortgage crisis and in tough economic conditions, the Australian financial services industry finds itself entering 2009 in a precarious position. DAMON TAYLOR reports.
11 November 2008 | Positioned to take advantage of share market recovery.
30 October 2008 | But will feel the impact of market downturn.
4 February 2008 | Healthy half-year results.
27 July 2007 | Fiducian reveals future growth plans on the back of a healthy profit.
29 March 2001 | Australia’s recently listed financial services companies are awash in a sea of red ink with a number of groups recording massive losses for the half year to December 31.
16 March 2001 | Fiducian Financial Services, a subsidiary group of Fiducian Portfolio Services, is on the verge of signing up 11 financial services franchises in the next few days.
15 March 2001 | Financial services companies have historically shown a minimal presence on the Australian Stock Exchange (ASX), but with a record number of groups listing last year, it seems 2000 was the year of arrival. Nicole Szollos looks into the financial services market offensive.
15 March 2001 | Financial services companies have normally had a minor presence on the Australian Stock Exchange (ASX), but with a record number of groups listing last year, it seems 2000 was the year of arrival. Nicole Szollos looks into the financial services listing boom.
7 March 2001 | Fiducian Portfolio Services has released its first half-yearly report as a listed company, recording a half yearly profit of more than half a million dollars.
22 November 2000 | Fiducian has unveiled ambitious plans to build one of Australia’s biggest financial planning groups.
26 October 2000 | Perpetual Private Clients NSW regional manager Andrew McKee will temporarily head up the group after Wayne Wilson announced his intention to leave.