FINANCIAL PLANNERS
Financial planning
Sentiment among Australian financial planners is about as good as it gets, according to the latest ASSIRT Wealth Insights data....
Financial planning
Macquarie Adviser Services has provided financial planners with a new booklet clarifying strategies they may be able to implement for their clients to take advantage of t...
Financial planning
Separately managed accounts have experienced a difficult transition in the financial planning industry as a result of financial planners’ lack of knowledge and confidence...
Superannuation
The head of technical services at a leading fund manager has warned financial planners that self-managed superannuation funds are likely to come under greater tax scrutin...
Financial planning
The Perpetual WealthFocus Investments platform is providing financial planners with greater flexibility and convenience by offering electronic bill pay service BPAY for i...
Financial planning
Asgard Wealth Solutions has launched the second phase of its automated business support tool AdviserNETgain that will enable planners currently using the application to g...
Life/Risk
ING has made access to its OneCare insurance product range easier for both financial planners and their clients by allowing applications to be generated electronically vi...
Financial planning
Australia is confronted by a shortage of financial planners capable of leading to spiralling levels of remuneration, according to the executive director of the Investment...
Superannuation
Mariner Financial believes self-managed superannuation funds are increasingly attractive in the lead-up to the Government’s July 1, 2007, superannuation reforms deadline,...
Financial planning
Succession and transition specialist Bstar has created an online business capitalisation rate calculator, which financial planners can use to calculate the true value of ...
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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...