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FINANCIAL PLANNING
Editorial
Mike Taylor asks whether the formation of BT Select and the continuing competition between BT and Count Financial reflect the end of the current dealer group model....
Financial planning
Boutique financial planning practices can increase their efficiency and save money by moving their administration overseas, according to JC Consulting managing director J...
Superannuation
SMSF administrator SuperGuardian has transferred its SMSF portfolio to Class Financial Systems' cloud-based administration platform, Class Super....
Editorial
Rushed financial services reforms such as FOFA and Stronger Super are exacting a heavy toll on financial planners and superannuation funds....
Financial planning
The debate about so-called 'transition payments' being paid to planners is 'a little overhyped', according to financial planning consultant Wayne Wilson....
Financial planning
The dynamics underpinning the sale of financial planning practices have changed, with profitability now a more appropriate measure than EBIT....
Superannuation
SMSFs represent a significant growth opportunity for financial advisers, particularly for those who choose to specialise in the sector....
Superannuation
A SMSF-friendly structured product giving investors a lower threshold to break-even over a three-year period has been launched by Instreet....
Financial planning
BT's Mark Spiers says a letter from Count Financial CEO David Lane to Securitor and Magnitude advisers actually belittles the important role advisers play....
Editorial
Bela Moore and Andrew Tsanadis find some pockets of the financial services industry are hiring while others have brought their recruitment activities to a halt....
People & Products
AMP Financial Services has announced the appointment of Libby Roy as director of corporate superannuation....
Financial planning
Cyre Trilogy has resorted to contacting financial planners to try and force APGF to hand over the register for one of a number of trusts the pair have been battling over....
Funds management
Two former Hunter Hall global equity portfolio managers have formed a new boutique funds management business, Morphic Asset Management....
Superannuation
Macquarie Adviser Services has enhanced its product offering for SMSFs, introducing an upgrade to the functionality of its term deposits....
Financial planning
The importance of LinkedIn as a lead-generation tool has been highlighted in a recent survey of American financial advisers....
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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...