Fiona Moore

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Financial planning

21 Mar

Why workflow is the no fuss revolution

THE FINANCIAL services industry is an information mover. We gather information, place it into databases, integrate it, analyse it and communicate it. It is when we are no...

Financial planning

21 Mar

Growth you can count on, but big is still best

Superannuation master trusts growth is virtually assured, thanks to the Super Guarantee levy. However, as FIONA MOORE reports, not so definite is who the survivors will b...

Financial planning

21 Mar

Groups increasingly stand alone on name

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....

Financial planning

21 Mar

Big is best no matter what industry says

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...

Financial planning

21 Mar

St George rolls out margin lending site

St George margin lending has developed a security driven Web site to help make financial planners both margin lending experts and to develop their businesses....

Financial planning

21 Mar

Competition heats up

Fierce competition has developed between players seeking to launch the first product that incorporates the standards of the Investments and Financial Services Association...

Superannuation

21 Mar

Vanguard rolls out retail super product

After making a name for itself as an indexing specialist, Vanguard Investments has shifted its focus from the wholesale market to financial planning with the launch of th...

Financial planning

15 Mar

Free Float for S&P/ASX indices

All Standard & Poor's ASX indices will move to a ‘free float’ model from October 1 this year to reduce portfolio turnover and increase portfolio stability, it was confirm...

Financial planning

14 Mar

Tower remains a one star player

Morningstar has reconfirmed the Tower group’s one star rating indicating a relatively ‘very poor quality’ fund manager....

Financial planning

13 Mar

Morningstar changes tack on rating process

Morningstar has changed its qualitative ratings model that will extend both the range and number of funds rated by the research house without changing its 50/50 qualitati...