ADVISERS
Financial planning
Over the past five years, advisers have watched from the sidelines as a number of retail financial services groups have been sold with what seem to be large price to earn...
Financial planning
Norwich Union has confirmed its future distribution strategy will be adviser-driven with no plans to introduce direct selling, says managing director James MacKenzie....
Financial planning
A survey by Macquarie Portfolio Services has revealed that the knowl-edge of wrap services among advisers has escalated over the past 12 months, and particularly over the...
Financial planning
Corporate superannuation has long been the realm of the large whole-sale financial services groups to the exclusion of financial advis-ers, but that is about to change, r...
Financial planning
Financial planners should not fear e-commerce, but use the opportu-nity to concentrate on their core business of advising, according to BT executive vice president Terry ...
Financial planning
Financial planners who have advised clients in the past seven years to use a protected loan for margin lending may soon find themselves with some very dis-gruntled client...
Financial planning
ING Mercantile Mutual Bank, the only specialist bank in Australia which distributes mortgages solely through advisers, has launched a new home loan product with a unique ...
Financial planning
Should fund managers and advisers see do-it-yourself investors as a threat or an opportunity?...
Financial planning
FPI Research has taken a more aggressive stance in its asset alloca-tion recommendations and believes advisers should be recommending the same....
Financial planning
Life insurance research and software business PlanTech has launched a software package which it says will replace paper-based systems used to process proposals and applic...
Financial planning
In today’s increasingly sophisticated investment environment, it is more important than ever for financial advisers to keep up with new types of investment products on th...
Financial planning
Two events of the past month have the potential to turn the retail financial services market on its head. Tom Collins examines the possibilities opened up by the sale of ...
Financial planning
The term "Jack of all trades and master of none" has, depending on your standpoint, two meanings. Traditionally, it is a sapient caution against the downside of spreading...
Financial planning
A new “reverse” mortgage has been launched where financial planners and accountants build their own home loan packages instead of picking from a range of pre-prepared pro...
Financial planning
The financial planning community strongly supports the introduction of a goods and services tax in Australia, according to a recent survey. ...
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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...