Friday, 21 November 2008
Securitor is taking the profitability of its 462 planners' business seriously - the dealer group has launched a new "Passport to Profit" program to fine-tune four areas of its members' business structures to improve their bottom lines.
Read more »Friday, 21 November 2008
The global financial crisis has thrust the importance of advisors into the limelight - highlighting their roles in safeguarding the wealth and superannuation savings of Australians, according to the Minister for superannuation and corporate law, Senator Nick Sherry.
Read more »Thursday, 20 November 2008
The Financial Planning Association of Australia has unveiled a new code of ethics that endeavours to place clients first in every aspect of a financial planning business.
Read more »Wednesday, 19 November 2008
Financial planners should move to a model where they act as a chief financial officer (CFO) for clients, managing relationships with other wealth management experts to cater to all the client's needs.
Read more »Monday, 17 November 2008
Asgard Wealth Solution's planning division, Securitor is launching its first paraplanning academy workshop in February.
Read more »Thursday, 13 November 2008
Colonial First State is supercharging its FirstChoice platform with the addition of a government guaranteed cash deposit product, four Realindex RAFI funds and an enhanced range of insurance service.
Read more »Wednesday, 12 November 2008
The Financial Planning Association is helping advisers battle the financial crisis with a new resource centre for its members and a "Value of Advice" campaign targeted towards consumers.
Read more »Monday, 10 November 2008
Professional Investment Services (PIS) expanded its advice network with the addition of corporate superannuation and risk specialist, Arrow Insurance Consultant Services.
Read more »Monday, 10 November 2008
RaboPlus is adding nine BT Investment Management wholesale funds to its platform.
Read more »Friday, 7 November 2008
Desmond Blinco of Toowomba has been banned by the Australian Securities and Investments Commission from providing financial services for 15 months after evidence emerged that he is an undischarged bankrupt.
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