advisers

Financial planning

Financial planning through banks has been regarded as unsophisticated, product-focused and entry level. But, as Jason Spits discovered, the banks are working hard to over...

Financial planning

AXA Discovery finds planners

AXA Australia’s re-run of its Discovery program - a client-list buy back scheme that ran for several weeks in 2003 - has netted 35 new planners and involving some 100,000...

Financial planning

Colonial ads turn advisers off

A new television advertising campaign by Colonial First State that pokes fun at industry fees and service levels has left some financial advisers less than amused....

Financial planning

Falling fee culture rolls on

Downward pressure on fees in the industry continues with MLC and ING the latest heavyweights to signal better deals for consumers by both announcing a raft of changes to ...

Financial planning

Promina package not for everyone

Promina-owned dealer groups Cameron Walshe and Guardian Financial Planning are bracing themselves for possible adviser departures after the introduction of a new terms of...

Financial planning

MLC adds up cost of miscalculation blunder

MLC is counting the cost of an internal system error that has resulted in the overpayment of commissions to financial planners and could cost the group several million do...

Financial planning

Ombudsman has few qualms with advisers

A new report by the banking sector’s chief complaints body has found the number of disputes involving bank-based financial planners remains relatively low, despite a stea...

Financial planning

$12 billion super fund flexes planning muscles

The giant $12 billion UniSuper fund has flexed its industry muscles, appointing six dealer groups to exclusively service its more than 380,000 members, but insisting advi...

Financial planning

Plagued by paperwork

Financial planners are being prevented from improving the quality of advice they provide and may have to drop some of their smaller clients because of an overwhelming com...

Financial planning

DKN wraps it up with BT

DKN Financial Group has linked up with BT Financial Group to offer a new investment platform to its network of advisers....

Rate the raters

Relying on ratings a risky business

The second annual Rate the Risk Raters survey reinforces the growing role of risk researchers, but not everyone is happy. LIAM EGAN reports....

Financial planning

Dealer caps off growth plans

Capstone Financial Planning has continued its push to establish a national financial planning presence with the opening of a Brisbane office....

Financial planning

Advisers enter at their own risk

Risk advisers can benefit from using research. But as Ross Kelly discovers, that’s not where the story ends....

Financial planning

Avoiding TAP traps

Term allocated pensions may be the new kid on the block, but advisers should be wary of potential pitfalls, writes Ross Kelly....

Financial planning

Advisers promised a say in this partnership

Melbourne-based boutique dealer Financial Partnership wants its planners to feel they have a say in the business, something it believes is sorely lacking elsewhere. John ...