The Financial Planning Association (FPA) has met with the Minister for Ageing, Kevin Andrews, to develop a long term approach to demographic problems arising from Austral...
A multi-manager approach to investing in equities is gaining momentum. But as FIONA MOORE reports, it means planners will need to redefine where they add value....
ETHICAL investments still remain on the outer for financial planners despite frenzied activity in the ethical funds management marketplace last year and increasing invest...
Perpetual is currently revamping its fund-of-fund master trust offerings and reviewing all fund managers in anticipation of launching a new manager line up at the end of ...
Some of the country’s most influential agribusiness researchers have united to call for a significant reduction in the commissions paid to financial advisers who recommen...
Web-based risk profiling system, ProQuest is now fully integrated with Sealcorp’s on-line adviser services portal, adviserNET following the signing of an agreement betwee...
Fiducian Portfolio Services has increased its exposure to fixed interest with the appointment of Barclays Global Investors Overseas Bond Index Fund to its fixed interest ...
There is a growing trend for dealer groups to be branded distinctively separate from their owners. FIONA MOORE reports on the benefits of the strategy and its history....
For some time I have been confused by industry experts arguing that there will be an increase in the number of DIY and small dealer groups, when most other financial part...
ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....
ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...