advisers

Financial planning

Nearly three quarters of financial planners are selling or recommending life and risk products, according to a survey commissioned by ING....

Financial planning

Advisers embrace international shares

Advisers are flocking to international shares in record numbers, according to research by Perpetual Investments....

Financial planning

The changing face of the advice business

Semantics aside, there is a real difference between financial advice and financial planning. Tom Collins discusses the factors driving financial planners to take another ...

Financial planning

The changing face of the advice business

Semantics aside, there is real difference between financial advice and financial planning. Tom Collins discusses the factors driving financial planners to take another lo...

Top 100

Travelling as a solo dealer

Last year’s <I>Money Management Top 100</I> survey revealed that of the largest dealer groups that make up that number, 40 were independently owned. Nicole Szollos spoke ...

Financial planning

AustChoice rewards adviser shareholders

Adviser shareholders in AustChoice will be sharing more than $500,000 of dividends as a result of strong profits achieved during its half-year results....

Financial planning

Fee for no service

While up-front commissions are facing virtual extinction, trail commissions continue to form the backbone of the revenue streams of most financial planners. Some in the i...

Funds management

HFA backs up hedge funds

Hedge Funds of Australia (HFA) has developed software to help advisers explain to their clients the impact of using hedge funds on their portfolio....

Editorial

Fee for no service

While up-front commissions are facing virtual extinction, trail commissions continue to form the backbone of the revenue streams of most financial planners. Some in the i...

Financial planning

Saxby Bridge adviser banned

Former Saxby Bridge adviser Kevin William Fenwick has been banned for two years from giving investment advice by the Australian Securities and Investments Commission (ASI...

Financial planning

Consumers paid in lip-service only

There is no doubt that the past decade has been buoyant times for retail financial services industry participants, many of whom have filled their own coffers to the brim....

Financial planning

Taking the co-operative approach

Co-operative style financial planning businesses have copped a lot of flak over the past year after a high profile failure in one venture at the end of 1999. John Wilkins...

Financial planning

AM Corp to roll out bureau service

AM Corporation has initiated a series of improvements to its web based services ahead of its moves to launch what it calls a “bureau” service....

Financial planning

Consumers paid in lip service only

There is no doubt that the past decade has been buoyant times for retail financial services industry participants, many of whom have filled their own coffers to the brim....

Financial planning

Co-operative spirit alive at AFS

Co-operative style financial planning businesses have copped a lot of flak over the past year after a high profile failure in one venture at the end of 1999. John Wilkins...