90 West Asset Management passes $250M FUM Milestone

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Solid performance, global partnerships and future prospects attracting strong investor interest Specialist Australian natural resources investment management firm 90 West Asset Management (90 West) yesterday announced that funds under management (FUM) has... Read more continue reading

Aon’s Advanced Risk Finance Conference to offer latest insights into managing business risks

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Aon Risk Solutions, the global leader in risk management, will be hosting its annual Advanced Risk Finance Conference in Melbourne next Wednesday, 9 October. The conference, now in its ninth... Read more continue reading

Succession planning experts say looking inward first leads to 50% uplift in key financials

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Wealth valuation specialists launch Peloton Partners; aim to help wealth advisers optimise businesses value Three  experienced financial industry advisers have launched a new specialist consultancy group aimed at helping wealth... Read more continue reading

Stella network to help change the face of advice

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BT Financial Group has launched a new network to help more women aspire to work as financial planners. The Stella Network will be supported by networking opportunities, events and workshops... Read more continue reading

MDS & Libertas team up to offer advisers new ‘Build your own Dealer Group’ option

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My Dealer Services Pty Ltd (MDS) Chairman Don Wiggins has announced that the specialist support service provider for advisers seeking their own Australia Financial Services Licence (AFSL) has teamed together with Libertas... Read more continue reading

Professional ethics #3

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This is the final in our CPD mini-series on ethical conduct in the financial advice profession. (Click here to see CPD: Professional Ethics #1  and here for CPD: Professional Ethics #2)... Read more continue reading

It’s time IN your marketing, not timing OF your marketing

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I know, I’ve abused a very popular axiom about investing, but as investment success is gained by time in the market, it’s exactly the same rule when it comes to... Read more continue reading

BT releases Wrap iPad App

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BT has released a new iPad app – BT Wrap Snapshot – to give advisers mobile access to popular client reports. BT Financial Group’s head of platforms Kelly Power said... Read more continue reading

Stop FoFA’ing around with fee disclosure statements

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Many advisers may be living in fear of sending out a fee disclosure statement (FDS) to their client base over the next 12 months, as required by the Future of... Read more continue reading

Industry exit predictions failing to materialise – ‘fussy’ buyers seeking value

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Industry predictions of large scale exit by financial planning business owners leaving the sector have not materialised as principals find themselves in a holding pattern preferring to defer their exit plans until... Read more continue reading