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Australia

Your profession

IFA business reconstruction from an Australian vantage point

The fundamental rule of commercial life is that life companies are the natural long term owners of distribution and financial planning businesses.

clock 17 January 2007 •

Mortgages

Shifting the business goal posts

January is always a good time for planning and goal setting both on a business and personal level. On the latter, I feel I need to make a couple of key changes during 2007, mainly to focus on one thing at a time and see it through to a successful conclusion....

clock 11 January 2007 •

Investment

Deadline looms for pension transfers to Oz

High net worth clients thinking about transferring pension funds when emigrating to Australia need to take action before the end of June, warns Standard Life.

clock 09 January 2007 •

uncategorised

Who said it was a time to be cheerful?

The end of the year is a good time to sit back and reflect - and frankly there is not much to be cheery about.

clock 22 December 2006 •

Technology

Wrapping up the power of the client

I was out on the road last week chairing conferences on the development of the wrap and platform market, and learned some valuable lessons about the reality of the adviser business.

clock 05 December 2006 •

Your profession

CFP to be based on competency, over knowledge

The international body managing standards of the certified financial planner is looking to implement a future regime based on competency skills.

clock 27 October 2006 •

Technology

Wrap to centre the IFA Nucleus

There will be a new entrant into the wrap platform space later this year following the creation of a new business with IFA backing.

clock 23 June 2006 •

Technology

Australian wrap software adapted for UK

InfoComp, an Australian software provider has launched a UK version of its wrap and administration platform.

clock 15 May 2006 •

Investment

Equity pricing may drive improved with-profits

With-profits funds could see improved potential returns in the near future as Prudential says equities are now cheaper than the bonds sector.

clock 05 July 2005 •

uncategorised

OZ and UK similar but not identical says RICS

Many industry experts believe the UK property market will be mirroring the Australian one as they share many similar traits, the Royal Institution of Chartered Surveyors says.

clock 06 July 2004 •
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