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Pengana Capital and Barclays Global Investors are both stepping up their dealer group and platform focus with the appointment of a national distribution manager and a na...
The Australian fixed interest sector could deliver negative returns to investors next year as it faces a subdued short to medium-term outlook fuelled by anticipated inter...
Challenger Financial Services Group has reported a net loss of $235.45 million for 2003/04 - the result of $280 million goodwill write down....
Research group Lonsec is remaining relatively up-beat about the future prospects of hedge fund investments, despite what it identifies as looming challenges for the secto...
Competition for clients is heating up among financial planning firms, particularly the small to medium boutique firms, but there are some serious service gaps in the prod...
The Federal Government has pronounced that its co-contribution superannuation scheme could deliver 10 to 30 times the benefit to low income earners over the Opposition’s ...
Suncorp Metway rounded off the 2003-04 financial year on a high today by reporting a record 61 per cent increase in net profit across all three of its main business areas...
The Financial Planning Association (FPA) has invited tenders for the delivery of its Certified Financial Planner (CFP) program as it enters the next phase of its educatio...
Tony Rumble argues the risk of protected loans can be diminished if used in a progressive manner....
Rob Keavney argues systematic rebalancing adds returns, reduces volatility and ensures planners don’t leave clients with maximum exposure at market crests – so why isn’t ...
Helping your clients get what they need requires a team effort from you and a host of other professionals, says Jennie Murray....
Many financial planners are defining their target markets in the wrong way. Carolyn Stafford looks at how this can be turned around....
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Podcast
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...