FINANCIAL ADVISERS
Financial planning
PIS Canada is set to double its business by December....
Financial planning
The current drought has been a hot topic for many financial advisers considering an investment in agribusiness. In our view, when reviewing any potential investment for y...
Financial planning
Macquarie Financial Services Group has secured prime positioning across the platform and funds management categories of the 2007 Wealth Insights/Assirt Annual Service Lev...
Financial planning
Macquarie Investment Lending has added a new functionality to its adviser website, Gear Up, enabling planners to fix clients’ interest rates online via the secure website...
Financial planning
Colonial Geared Investments has increased the loan to valuation ratios applied to the vast majority of its managed funds to provide advisers and their clients with greate...
Life/Risk
The 2007 Federal Budget should address the personal savings and life underinsurance crises in Australia, according to the Association of Financial Advisers....
Financial planning
The new Simpler Superannuation rules have divided baby boomers, with a new study revealing the generation is split three ways on the debate....
Financial planning
In a move that could cause friction between financial advisers and dealer groups, advisers plan to include additional financial services platforms in their existing offer...
Financial planning
Software developer Salesforce.com will launch a web-based customer relationship management system aimed directly at financial advisers....
Financial planning
Clients are demanding greater exposure to direct shares through their financial advisers, according to Jeremy Pree, head of Lonsec’s stockbroking and equities research di...
Financial planning
The first set of research performed on the Australian separately managed accounts market has shown the products currently on offer need to improve their functionality bef...
Financial planning
HBOS’ wealth creation arm, St Andrew’s Australia, has signed an agreement with wealth management applications and professional services provider Bravura Solutions to util...
Life/Risk
In a market first, CommInsure is now covering advanced diabetes under its standard trauma policy as part of a suite of enhancements to its retail risk insurance range....
Financial planning
Macquarie Investment Lending has made a number of upgrades to its website GearUp, with a view to improving and expanding upon the online services available for financial ...
Financial planning
The Association of Financial Advisers has achieved the highest rating on overall performance in a survey of industry associations, beating the Financial Planning Associat...
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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...