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People & Products
Dresdner RCM Global Investors business development manager Julie Rigoni has left the group but will remain in the industry in a consultancy role....
Financial planning
Consumer demand for quality financial advice will outstrip supply within five years, according to Zurich national manager, business development, Bob Ossey. Speaking at ...
Financial planning
BT Portfolio Services has more than tripled the size of its wrap service over the past year, raising funds under administration to $1.7 billion....
Policy & Regulation
Investment Data Technologies (IDT) has upgraded its financial planning software suite to ease the burden of recent tax changes for advisers....
Financial planning
The relationship between advisers and dealers principals is once again in the firing line, as the Association of Financial Advisers (AFA) seeks changes to the Financial S...
Financial planning
Only one in 50 financial planners does not use the Internet for their business, ac-cording to a recent survey....
Financial planning
The relationship between advisers and dealers principals is once again in the firing line, as the Association of Financial Advisers (AFA) seeks changes to the Financial S...
Financial planning
Australian discretionary master trust FlexiPlan has recorded $3 billion for its funds under management, representing an 80 per cent increase in funds under admini-stratio...
Financial planning
Lynx Financial Services has set its sights on becoming one of the country’s biggest dealer groups with plans to grow adviser numbers to 250 within the next 18 months....
Financial planning
A US association is planning another professional designation for financial planners but insists the new mark will not set out to compete with the Certified Financial Pla...
Financial planning
Super funds, accountants and the Internet are making life pretty interesting for financial planners at the moment. But while it may be interesting for advisers, <B>Tom Co...
Financial planning
Financial advisers will soon be rated by Queensland-based Adviser Ratings in or-der to provide consumers with a guide to financial advisers....
Financial planning
What do you think of the proposed Adviser Ratings System?...
Financial planning
AustChoice Financial Services is predicting to hit the $1 billion of funds under management barrier this financial year, says managing director Roger Gumley....
Financial planning
Buying distribution is not all beer and skittles. So says Mercantile Mutual's deputy general manager integrated financial services, Tony Hartley....
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MARKET INSIGHTS
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...