Aligned or independent: Advisers must be relevantBY MARK STORY | WEDNESDAY, 31 OCT 2012 12:30PMWhether advisers choose to stand-alone or stand-aligned, they're both confronted with developing an advice model that resonates with the disparate needs of clients. |
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Moonfare launches in Australia
Global private equity platform Moonfare, with $5.5 billion (€3.3bn) in assets under management, has established footprints in Australia to target wholesale investors.
Insignia exec appointed local chief of MUFG Retirement Solutions
A former Insignia Financial exec has taken on a leadership role at MUFG Retirement Solutions.
AMP launching 'market first' digital advice solution for super members
AMP is rolling out a new digital advice solution, in partnership with Bravura, providing its super fund members with retirement guidance.
Partners Group staffer quits to join NYC firm
Marcus Clitheroe is the first local hire for the multi-strategy private markets investment firm Siguler Guff.
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Featured Profile
Raelene Seales
CHIEF EXECUTIVE OFFICER
PRIME SUPER
PRIME SUPER
Prime Super's Raelene Seales' immersions in cultures of innovation and creativity have equipped her to breathe new life into the fund, to the benefit of its broad church of members. Andrew McKean writes.
After being in the industry for 20 years, I still find it difficult to understand why Financial Planners don't focus on what the objectives are for the client. Then what the strategy is to help them get there. Product becomes secondary. It should not matter whether you are with an aligned Licensee or not. Financial Planning grew from a Product Selling environment (Insurance) and has not transitioned much past that until the GFC. Financial Planning is really simple - we help clients achieve their objectives.