This year will see the FSRA come into force in financial planning practices everywhere, but what else is on the agenda? JULIE BENNETT reports....
If there is one trend when it comes to investment products and vehicle, it seems that 2004 will see a shift away from traditional managed funds. FREYA PURNELL reports....
TONY STEPHENS looks at how to increase business through client referrals…but it might not be painless, he warns....
Coin Financial Software’s foray into the financial planning software market is gathering pace with a number of dealer groups signing up to its flagship offering Strategy ...
The Parlimentary Secretary to the Treasurer Ross Cameron has ordered an investigation into adviser access to client files and remuneration after Brisbane based advisory g...
Private Portfolio Managers (PPM) will launch its listed investment company PPM Investments on March 1 after lodging its bid to offer the product with the Australian Secur...
ANZ Financial Planning is rolling a further 10 to 20 per cent of its advisers over to a fee for service remuneration model adding to the initial 10 per cent who made the ...
AXA has disbanded the position of chief investment officer in light of the investment management roles performed by its partners Alliance Capital Management and Bernstein...
Former AMP Henderson Global Investors head of retail distribution Krystyna Weston has announced her return to financial services by teaming up with consultants Tom Collin...
The financial planning arm of Bendigo Bank, Bendigo Investment Services (BIS), has made unprecedented changes to its adviser remuneration structure to take into account n...
THE National Council of Financial Adviser Associations (NCFAA), the peak body for adviser associations, has criticised dealer groups for the lack of industry superannuati...
VAN Eyk Research’s listed investment company (LIC) van Eyk Three Pillars made a modest debut on the Australian Stock Exchange (ASX) last week, with markets slightly weake...
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...
So we are now underwriting criminal scams?...