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van Eyk liquidation puts spotlight on quality of research and structure of providers

5:30am Creditors of research group van Eyk Research voted yesterday to liquidate the business, again putting the spotlight on how investment…

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Best Practice

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Asking clients the toughest question of all, so they talk before they walk

It takes a brave financial planning business to ask its client whether they’re thinking about severing the relationship. If a…

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Investment

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BT's new risk profiling tool and model portfolios to help sharpen advisers' focus

BT Financial Group is developing a new risk profiling tool, rationalising its model portfolio range and, via changes to BT…

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News

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Industry assesses ripple effects of van Eyk Research voluntary administration

The retail research sector was late yesterday assessing the potential ramifications of van Eyk Research’s move into voluntary administration on…

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Magazine

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FORUM: Finding reference points for successful financial planning practices

Whether a financial planning business is 30 years old or only a year old, success and growth are built on common…

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Latest News

New FPA chair focuses on quality of advice, personal commitment to professionalism

Neil Kendall has been a board member of the Financial Planning Association for four years, so he expects his transition…

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van Eyk liquidation puts spotlight on quality of research and structure of providers

Creditors of research group van Eyk Research voted yesterday to liquidate the business, again putting the spotlight on how investment…

||||| Like It 0 I Like It! |||||
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The little-known rule with huge implications for self-managed super funds

  Imagine a self-managed super fund (SMSF) trustee that signs a pension agreement with a member stating that the trustee…

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As insurance premiums rise, so does the need for a simple way to compare funds

Chant West’s 2014 super fund insurance survey introduces a simple but sophisticated way to compare funds on the basis of…

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Dover to host nationwide doctor-focused financial planning training

3:58pm Throughout the month of November 2014, Dover Financial Advisers will be running …
23/10/2014

AMP Capital wins concentrated equities mandate worth A$175 million

11:39am AMP Capital has won a A$175 million mandate from Nikko Asset Management Australi…

Key changes drive need to update SMSF deeds

10:40am Old SMSF trust deeds may be putting your clients at risk of administrative penal…

Almost half of Australians undecided on whether they will need to sell the family home to fund retirement: MLC Wealth Sentiment Survey

9:30am Nearly half of Australians are undecided on whether they will have to sell the f…

Australian market stuck in the mud

8:32am While the Australian market is going through some tough times at the moment, the…

Creditors vote to liquidate van Eyk Research

5:16pm A meeting of creditors of van Eyk Research Pty Ltd voted this morning to liquida…
21/10/2014

Best Practice

Stay-or-go-600x300

Asking clients the toughest question of all, so they talk before they walk

It takes a brave financial planning business to ask its client whether they’re thinking about severing the relationship. If a…

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Investment

Business strategy concept in word tag cloud

BT's new risk profiling tool and model portfolios to help sharpen advisers' focus

BT Financial Group is developing a new risk profiling tool, rationalising its model portfolio range and, via changes to BT…

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News

THOMAS_Mark_600x300

Industry assesses ripple effects of van Eyk Research voluntary administration

The retail research sector was late yesterday assessing the potential ramifications of van Eyk Research’s move into voluntary administration on…

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Regulation

Mentoring guide rugged individualists

Mentoring those seeking their own AFSL is a priority for boutique planners' group

There is strength in diversity, but leading a self-described “bunch of rugged individualists” has its challenges, too. Dacian Moses, recently…

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Superannuation

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The little-known rule with huge implications for self-managed super funds

  Imagine a self-managed super fund (SMSF) trustee that signs a pension agreement with a member stating that the trustee…

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Technology

Planning tech

Planning software company responds to the increasing adviser compliance demands

Technology provider AdviserLogic has added new security and compliance features to its financial planning-focused software offering. This enables advisers to…

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