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Financial Planning

Matrix selects BT Wrap

COMPANY RELEASE  |  THURSDAY, 23 APR 2009
BT Financial Group is providing a badged platform solution to Matrix Planning Solutions.

Defensive model portfolios in vogue

RUTH LIEW  |  THURSDAY, 23 APR 2009
Advisers are increasingly turning to model portfolios as the backbone of their research in the construction of defensive investment strategies, said an industry expert.

Trust eyes global investors

RUTH LIEW  |  WEDNESDAY, 22 APR 2009
Trust Company is expanding its responsible entity (RE) business to attract mandates from international investors and in a separate move, is placing its financial planning arm under a strategic review.

Wealth Within joins IMA race

COMPANY RELEASE  |  TUESDAY, 21 APR 2009
Boutique investments firm Wealth Within has launched its own proprietary Individually Managed Accounts (IMA) platform, following two and a half years of development.

Best of the best at Securitor

RUTH LIEW  |  MONDAY, 20 APR 2009
From rising stars to the top performing financial planning practices, Securitor has picked the cream of the crop for this year's awards ceremony held at the Securitor conference in Darwin.

Excess choice boosts advice

RUTH LIEW  |  FRIDAY, 17 APR 2009
Scared of losing your financial planning job? Don't worry as too much investment choice leave investors befuddled, in turn driving the need for more good advisers.

Fee-for-service cuts planner revenue

ALEX DUNNIN  |  FRIDAY, 17 APR 2009
Advice businesses shifting from commissions to fee-for-service experience revenue drops but not as substantial as expected.

PIS partners with health advisory service

COMPANY RELEASE  |  THURSDAY, 16 APR 2009
Professional Investment Services (PIS) has aligned with medical organisation Health Predictions in a joint venture to provide specialist medical assessments for large sums assured and high net worth clients.

Ignore history at your peril

RUTH LIEW  |  THURSDAY, 16 APR 2009
Advisers are severely lacking in their knowledge of financial history - and if this trend remains, their lack of wisdom will only contribute to future financial crisis, said a global expert.

Clients listen, but switch anyway

RUTH LIEW  |  THURSDAY, 16 APR 2009
More than two thirds of investors listen to the advice of financial advisers, but 40 per cent are willing to make investment switches without consulting their planner, according to a new Securitor survey.