financial advisers

Financial planning

Tricom introduces model portfolio platform

Investment house Tricom Equities has launched a new service specially designed to aid financial planners in managing model portfolios associated with separately managed a...

Editorial

A tool that could make all the difference

So much has been written of Australians’ hearty appetites to endure debt in pursuit of property, that an argument that leverage is also a popular mechanism in the equity ...

Financial planning

Forget industry funds, concentrate on advice – AFA

The financial planning industry needs to forget about the role of industry superannuation funds and concentrate on the provision of professional and practical advice, acc...

Financial planning

Retail investors warming to planners: ACNielsen

A survey by ACNielsen Australia has found that nearly three-quarters of 3,000 respondents hold a positive impression of the services offered by planners....

Financial planning

SMEs a prime opportunity

Small-to-medium enterprise owners need to be educated about what financial planners do, according to Ross Cameron, former Liberal MP and director of Cameron Research Grou...

Financial planning

Transparency key in fee debate

Transparency represents the key to the fee-for-service versus commissions debate, according to a survey of financial advisers conducted by Zurich Australia....

Funds management

Emerging markets should no longer be treated as a whole

The globalisation of financial markets has prompted a senior executive of fund manager Nicholas-Applegate to encourage investors to revise their approach towards emerging...

Policy & Regulation

MLC begins to report after-tax returns

MLC has decided to provide after-tax return results for a selection of its products to help financial advisers give their clients an idea of the amount of money they are ...

Financial planning

Snowball and Western Pacific Financial Group unify

The Snowball Group has declared its intention to purchase Western Pacific Financial Group, which will result in scale benefits for the combined entity and a new level of ...

Financial planning

Adviser banned for inappropriate advice

The corporate regulator has banned a former representative of the Lonsdale Financial Group from providing financial services for five years after finding he gave clients...

Financial planning

IMAs now more adviser friendly

Recommendation of individually managed accounts by advisers should swell now that the planning industry has thrown off commission trails, the head of an asset management ...

Editorial

Centro achieves record profit

The Centro Properties Group has capped off the 2005-06 financial year by reporting a record distributable operating earnings figure of $295.3 million, representing an inc...

Financial planning

ASIC wants licensees to decide over fees or commissions

The chairman of the Australian Securities and Investments Commission, Jeffrey Lucy, has reiterated that it will not be imposing its views with respect to the fee-for-serv...

Financial planning

Lower risk leads to greater value

Financial advisers need to minimise the risks associated with their practices in order to realise the highest value for their businesses when looking at succession planni...

Financial planning

Westpac to grow planning numbers

Westpac Financial Planning has embarked on a recruitment campaign involving advertising, education, an internal awareness program, and longer-term career path preparatio...