advisers

Financial planning

While the industry has devoted many recent hours locked in grave debate over the future impact of wrap accounts, a new survey has concluded that very few advisers underst...

Financial planning

Making the choice selection

At the time of writing this article only one of the three forums on administration systems (wraps and master trusts) had been held. ...

Financial planning

Fees: the new fuel added to the master vs wrap fire.

With three conferences on client portfolio management systems scheduled for Sydney over the next week or so, the master trust versus wrap account war appears to be escala...

Financial planning

It’s war! Sealcorp fires salvo in wrap crusade

Despite the absence of a chief executive, Sealcorp has wasted no time firing a new salvo in the rapidly escalating war on wrap accounts, announcing revised terms and cond...

Life/Risk

RISK – Be fully covered with the right alliances

Difficulties in matching product features with client needs in complex areas of risk coverage like trauma mean advisers should seek specialist alliances, writes Pauline F...

Financial planning

Choose your own revenue base, BBL tells financial planners

A new managed-fund fee structure from BBL Funds Management could potentially change the way financial planners run their businesses....

Financial planning

Stamping out the bug: Planning firms scuttle into action – and count costs – over Y2K

With 1999 already tipped as the year of the millennium bug, companies around the world are scrambling to get ahead of the problem. And some Australian financial planning ...

Financial planning

NPI buy boosts AMP in the UK

AMP has expanded its operations in the UK with the $3.5 billion acquisition of National Provident Institution (NPI)....

Financial planning

New Zealand newsround – ‘Bitter’ merger fallout sparks splinter faction

The fallout from the lengthy, convoluted and occasionally acrimonious merger last year between New Zealand's two largest financial adviser bodies continues....