FINANCIAL ADVISERS

Financial planning

Online financial services group, Sanford, has signed an agreement to provide its online share trading product, Virtual Broker, to Optimix Investment Management, a special...

Editorial

Hedge Funds of Australia has carved a successful niche in the hedge funds market. FIONA MOORE talks to the engine behind the machine and asks what more we can expect from...

Financial planning

ING Advice has expanded the number of dealer groups in its adviser network with the purchase of The Vandenbergh Group....

Financial planning

Advance Funds Management is about to launch an advertising campaign pitched directly at consumer rather than exclusively to financial advisers....

Financial planning

Norwich Union has taken the master trust sector’s battle for recognition directly into people’s living rooms, with an unorthodox new television advertising campaign aimed...

Financial planning

The financial planning industry in the UK could be about to undergo one of the most significant reforms in its history after the Financial Services Authority, the industr...

Financial planning

Collins House Financial Services (CHFS) has recruited two ex-JP Morgan staff as part of its three-stage business development strategy to be implemented over the next thre...

Financial planning

Norwich Union claims it has the best master trusts in the Australian market, after a survey by Business Owner Research found that 17 per cent of dealer groups voted Norwi...

Financial planning

Lonsdale Securities (Lonsec) has launched a specialist unlisted property trust research service targeted exclusively at financial advisers and dealer groups....

Financial planning

The best way for financial advisers to tackle the 1200 page long Financial Services Reform Act is one bite at a time says Clayton Utz’s director of financial services Kar...

Financial planning

Financial services group Stockford is the latest in a steady stream of advisory companies to sign up for IWL’s VisiPlan software....

Financial planning

There is a future role for advisers specialising in risk products as many financial planners do not sell risk products, this creates opportunities for risk advisers to be...

Financial planning

APIR, the group responsible for providing codes for managed funds, has scored a major coup with the announcement that the Association of Financial Advisers had signed up ...

Financial planning

US financial planners could be in for an unexpected business uptake following the September 11 attacks as high net worth clients seek out professional advice in the wake ...

Financial planning

A select group of union approved financial advisers and dealer groups are set to become the unlikely beneficiaries from the much publicised collapse of Ansett....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 5 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 2 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 5 days ago