ADVISERS
Financial planning
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 ...
Financial planning
The platform industry is underperforming in key areas of service delivery to financial advisers, including accuracy of reporting and processing, according to a damning ne...
Financial planning
Investors are more optimistic than financial advisers on future share market performance according to a joint Australian Investors Association and Adviser Ratings survey....
Financial planning
Financial advisers spend almost 20 per cent of their time bogged down in administration with an average planner only affording 10 per cent of his/her working day to sourc...
Editorial
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Financial planning
Web Abstract long compulsory...
Financial planning
The desktop of the financial planner has become a crowded place as portfolio modelling, client management and planning and compliance tools each stake their claim for a p...
Financial planning
Referrals used to be managed on an ad hoc, manual basis by planners. Now one technology company is automating the process. John Wilkinson investigates....
Financial planning
Model portfolios have been positioned as the tool advisers use to allocate assets and create investment scenarios for clients but are they a reliable replacement for doin...
Financial planning
Brand new dealer group Meritum is still coming to grips with independence. John Wilkinson reports....
Financial planning
Distributors need to choose between wanting extra capital or extra control when deciding whether or not to offer equity stakes to their advisers. Ross Kelly reports....
Financial planning
Aviva is offering financial support to dealer groups seeking to gain their own Australian Financial Services Licence (AFSL) and states it has now helped secure over 50 AF...
Financial planning
ING-owned RetireInvest has created a more equitable dealer split model for its advisers by abandoning its incremental revenue sharing structure in place of an arrangement...
Financial planning
Personal service for advisers and clients is only one of the hallmarks of Australian Investment & Financial Planners. Craig Phillips reports....
Financial planning
Madison Financial Group may be smaller in adviser numbers, but bigger is not always better as Ross Kelly discovers....
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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...