Nicole Szollos

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Financial planning

01 Aug

Financial planners winning more clients’ hearts

The number of consumers using a financial planner for advice has increased, particularly amongst the older generations, with people over the age of 35 more likely to use ...

Financial planning

01 Aug

Small planners beg for FSR clarity

Independent, small planning businesses and dealer groups have asked for a clearer set of compliance processes under the Financial Services Reform Act (FSRA), removing wha...

Financial planning

26 Jul

InvestorWeb rejigs model portfolios

InvestorWeb Research has shut down its resources sector model portfolio fund and overhauled a series of others model portfolios after a review of the funds by the group’s...

Financial planning

26 Jul

HSBC rated average by major research groups

HSBC Asset Management (Australia) has been given an average rating by two major research houses this week, scoring a three in Morningstar’s Business and Management Streng...

Life/Risk

26 Jul

Women’s cover is Australian first

American International Assurance (Australia) (AIA) launched Women’s SmartCover, a female crisis assistance benefit, this month. This introduction of a targeted women’s pr...

Financial planning

25 Jul

Assirt maintains Lazard rating amid team changes

Research house Assirt has maintained its competent rating on Lazard following the resignation of half its Global Ex-Australia portfolio construction team....

Financial planning

23 Jul

Queensland chapter conference promises attendees ‘No Bull’

A MAJORITY of Queensland-based financial planners would prefer to listen to other planners and individuals with their own practices at industry conferences, according to ...

Financial planning

23 Jul

Targeting thesacred cows

Rodney Gibson is a Queensland based financial planner and practising tax agent, and he’s on the hunt. Gibson is out to kill a few sacred cows at next months Queensland st...

Financial planning

23 Jul

Non-advisory staff training

Financial services industry staff who fall outside the tier one and tier two levels can now undertake a training course to understand obligations under Policy Statement (...

Financial planning

23 Jul

Making estate planning matter

While estate planning has been around for many years, its popularity with both advisers and investors is increasing. NICOLE SZOLLOS speaks to industry professionals to fi...