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GLOBAL FINANCIAL CRISIS
Superannuation
SMSFs have emerged as an important revenue stream for planners and planning industry support services....
Financial planning
Colonial First State’s phone-based limited advice service is being extended across its financial planning groups....
Financial planning
The financial planning industry has undergone significant change over the last few years. Janine Mace reports on the impact this has had on the financial planning softwar...
Financial planning
The Association of Financial Advisers (AFA) has reinforced its support for small licensees and practices by launching the Small Licensee and Practice Principal Conference...
Financial planning
A new jobs analysis reveals that planners, paraplanners and CFPs are back in demand....
Funds management
The popularity of investment products tied to equity based investing has increased with investor sentiment, but consumer demands have changed, according to Macquarie̵...
Editorial
Premium China Fund's Jonathan Wu argues that notwithstanding the doubts around the US dollar, there is little chance of the 'People's Currency' becoming a global standard...
Financial planning
Stanfield Funds Management has gained effective control of Mariner Corporation....
Accounting
The accounting sector is the top of five industries that will present the best start-up opportunities in 2011, according to IBISWorld research....
Financial planning
Dealer groups, including those owned by Colonial First State and BT, are investing more in their internal research teams as part of a broad move to take greater responsib...
Financial planning
Financial advisers should consider increasing allocations to fixed interest in a post global financial crisis world, according to PIMCO’s head of global wealth mana...
Financial planning
Without appropriate legislation to address fund manager conflicts of Interest in troubled managed investment schemes, advisers are being forced to take matters into their...
Financial planning
Too much is being paid for financial planning practices that Shadforth Financial Group feels may not retain their value....
Financial planning
The number of financial planners seeking advice and information on selling up their practices has increased dramatically since the elections, according to Radar Results....
Editorial
PIMCO's Peter Dorrian warns illiquidity issues, concentration risk and comparably poor performance mean term deposits aren’t always the best choice....
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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...