Nicole Szollos

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Financial planning

14 Dec

Barbacan, Garrisons join forces

Independently owned financial planning group Barbacan Benefits has signed an alliance deal with Garrisons to broaden its client services and adviser resources....

Financial planning

14 Dec

Morony departs BT

BT Funds Management’s chief investment officer Andre Morony has announced his departure of the group, and will be replaced by former head of real estate Gary Symons....

Financial planning

07 Dec

Life advisers arrive at a fork in the road

The Financial Services Reform Bill reforms will have a significant impact on the operations of life insurance agents. Nicole Szollos looks at some of the changes already ...

Financial planning

07 Dec

Adviser Feedback

Q) Have you experienced growth in the past year and if yes, where has it come from?...

Financial planning

07 Dec

Abstract of Irene Irvine presentation

Irvine, who oversees recruitment of roles within the business development sector as part of her job, says the issue of recruitment is one of today's key management challe...

Financial planning

07 Dec

Web sites tailored for business

Financial planners have different levels of needs and sophistication for their Web sites, according to The Hiser Group Victorian general manager Shane Morris....

Financial planning

07 Dec

Assirt signs deal

Assirt has signed its first deal since it was folded into the Wealthpoint group by announcing an alliance with doctrieve Corporation. Under the terms of the deal, Assirt...

Financial planning

07 Dec

NAM outsources international equity funds

National Asset Management (NAM) has chosen Sanford C Bernstein and Vanguard Investments Australia to manage its $900 million international equity funds. ...

Financial planning

07 Dec

Genetic testing out

LIFE insurance companies will not require policy holders to undergo genetic testing under a recent Australian Competition and Consumer Commission (ACCC) ruling....