recruitment

Financial planning

Practice management can be as simple as using colour to indicate business efficiencies. NICOLE SZOLLOS reports on two planning offices that have taken the colour test and...

Financial planning

The best and worst of practice management

Practice management can mean the difference between having an efficient or sloppy planning business. KATE KACHOR reports on what the industry considers the best and worst...

Financial planning

Hillross to target banks in expansion drive

AMP’s wholly owned external financial planning dealer group, Hillross Financial, has today launched an ambitious recruitment drive in an effort to double the number of it...

Financial planning

Strategist set to boost alliance

The Strategist Group is looking to immediately enlist another 30 financial planning or accounting groups to its network of self-managed super fund (SMSF) specialists, the...

Financial planning

Institutions dominate advice distribution

The influence of large scale financial institutions in the financial advice market shows no signs of abating. GEORGE LIONDIS reports on Money Management’s second annual l...

Financial planning

Oasis signs fourth partner in growth spurt

Oasis Asset Management is pushing further into the wrap and master trust outsourcing arena after signing its fourth partnership deal and making no secret about being in t...

People & Products

Resnik joins Abacus in recruiting venture

Paul Resnik Consulting Group (PCRG) and Abacus Leading Solutions have launched a joint venture in recruitment for the wealth management area of the financial services ind...

Financial planning

Tower rises to distribution challenge

Financial services group Tower Trust is preparing to open three new offices and more than double its business development team in a bullish move designed to boost its nat...

Financial planning

ASSIRT puts ING on hold

Assirt Research has placed ING Investment Management’s small caps product on hold following the departure last week of ING’s two key small cap specialists....

Financial planning

Morningstar far from burying the hatchet

While the Supreme Court case between Morningstar Inc and Graham Rich could be seen as the pinnacle in the whole eventful saga, the truth of the matter is much is still ye...

Financial planning

RSA expands distribution with Guardian

Royal and SunAlliance Financial Services (RSAFS) will add a further dealer group to its distribution capabilities with the launch of its newest group, Guardian Financial ...

Financial planning

Planners avoid job market gloom

While the employment market in other sectors, including parts of financial services, is looking decidedly grim in the face of a slowing world economy and the after effect...

Financial planning

PIS goes through bittersweet times

Professional Investment Services (PIS) accounting arm Professional Accounting Limited (PAL) has cancelled a planned acquisition and expansion after failing to secure adeq...

Financial planning

Heady times for back office providers

Few providers of back office services to financial planners would disagree that they occupy the less glamorous side of the investment advice industry, toiling away in the...

Editorial

HP JDV posts quarter losses

The September quarter result for financial services group HP JDV has been dragged down by its wealth management division, with the group recording a before tax loss of $4...