INDEPENDENT FINANCIAL ADVISERS
Financial planning
Colonial First State’s FirstChoice master trust has cracked $4 billion in invested funds after only 17 months in operation primarily due to generous commissions paid to f...
Financial planning
In 1999, Westpac Financial Planning & Advice (Westpac) which ranked fifth in the Money Management Fastest Growing Dealer Groups Survey, had 570 advisers....
Financial planning
Even though Count Wealth Accountants’ managing director Barry Lambert says, “Our emphasis is not on growth – not to be the biggest, just the best”, this philosophy has se...
Financial planning
The distributional strength of independent financial advisers (IFAs) in the UK is under threat by depolorisation legislation, which will see banks and large financial ins...
Financial planning
Perpetual Investments has flagged the launch of a new multi-manager retail platform, to compete with the likes of Colonial First State’s FirstChoice product, for the last...
Editorial
The financial planning industry in the UK is in a state of flux. Lisa Bowman reports....
Financial planning
Australian Skandia will launch a new corporate superannuation service targeting independent financial advisers through its bundled product Skandia One next month....
People & Products
Westpac head of financial planning and advice Brett Himbury left the group last Friday amid news that a new wealth management distribution role would be created within th...
People & Products
Zurich Financial Services Australia (ZFSA) has appointed Matthew Drennan to the new role of director of investments (portfolios and funds)....
Editorial
In the past 12 months Singapore’s financial services industry has begun to swell as Australian groups spread their wings into Asia. As Kate Kachor reports, Singapore is n...
Financial planning
Japanese investors are stubbornly ambivalent to the provision of financial advice according to US-based research firm Cerulli Associates, meaning Japanese advisers are co...
Financial planning
A newly formed association of Spanish tied agents (ANAF) will present a legislative blueprint early this year that might allow independent financial advisers to operate i...
Financial planning
Tribeca Corporation has acquired Melbourne-based Financial Planning Resources (FPR), strengthening its continuing professional development offering to the financial servi...
Financial planning
The incorporation of both BT and Sagitta Rothschild into the Westpac Bank fold came one step closer to completion today, with the combined group finalising the design of ...
Financial planning
The value of BT to a big bank like Westpac lay in its wrap account platforms and that, argues LEO WASSERCUG, is a sign of the times....
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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...