FINANCIAL ADVISERS

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....

Financial planning

JBWere Investment Management has rolled out a new selection of retail managed funds, which waives the initial fee for investors....

Financial planning

The Financial Planning Assocication (FPA) has called on the Federal Government to enshrine the terms “financial planner” and “financial adviser” in the Financial Services...

Superannuation

Research commissioned by Norwich Union Life has found members of the employed public are greatly in need of superannuation information, with more than eight in 10 saying ...

Financial planning

Sealcorp has revamped its online financial services tool, adviserNET, to capitalise on a surge over the past 12 months in advisers using the service....

Life/Risk

Advisers scramble to restore indemnity insurance...

Financial planning

The arrival of global players in the UK master trust market has boosted awareness and brought benefits for Australian player Objectmastery....

Financial planning

The arrival of global players in the UK master trust market has boosted awareness and brought benefits to Australian player Objectmastery....

Financial planning

International equity funds continue to top the inflow charts for the March quarter, despite international funds suffering big losses for the first three months of the yea...

People & Products

Well known industry figure John Godfrey will become the chairman of Tower’s new dealer group, Goldridge....

Funds management

Since the earliest days of the financial planning industry, fund managers have treated financial planners to all manners of luxury. ...

Financial planning

Lonsdale Securities has moved into agribusiness research to provide information and reports for financial advisers....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 2 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 4 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 2 days ago
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