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ADVISERS
Funds management
Almost two-thirds of financial advisers polled in a recent survey remain confident equity markets will continue to rise this year....
Financial planning
Financial planners believe that managed funds research houses should provide more information on market trends and institutional ownership is a conflict of interest, acco...
Financial planning
Investment platform provider Symetry has opened its third ownership sharing plan to advisers, offering an equity stake to more dealer groups....
Financial planning
Advisers are changing their view of education as merely a means for compliance under FSR to embrace the concept of ‘life-long’ learning, according to the Securities Insti...
Financial planning
IOOF subsidiary Australian Financial Planning Network (AFPN) has signed an agreement for Londsdale Securities (Lonsec) to provide the group with its complete research and...
Financial planning
Credit Suisse Asset Management (CSAM) has provided its strongest indication as to the nature of its upcoming master trust’s capabilities after striking a deal with IWL to...
Financial planning
Wollongong-based Total Financial Solutions Australia has picked up the advisers and client base of Brisbane-based Silvalake Financial Services after the latter was placed...
Financial planning
The prevalence of the use of model portfolios by financial planners and advisers has been confirmed by Assirt research which found 47 per cent indicating they used model ...
Financial planning
The Personal Choice Master Fund will pay a distribution to advisers only 12 months after its commence of operations....
Financial planning
The National Australia Group owned Garvan Financial Planning and MLC Financial Planning dealer groups are facing a groundswell of dissatisfaction from their 600 advisers ...
Financial planning
Financial planners advising clients over potential returns they can expect on agribusiness investment products may find themselves in breach of Policy Statement (PS)S170....
Financial planning
There are many approaches to recruiting planners, but, as John Prowse writes, the most successful will focus on building professional careers....
Financial planning
Careful and considered planning has cleared the road ahead for Royal Automobile Club of Victoria Financial Services, says John Wilkinson....
Financial planning
Financial planners offering advice on pension transfers from the UK face litigation for failing to research the full implications of transferring client funds to Australi...
Financial planning
Perpetual’s new investment platform has hit the ground running by starting with three dealer groups already signed to use the system....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...