Articles tagged with 'advisers'

Breaking the chains

1 February 2010 | Tom Collins argues the introduction of a fiduciary duty for financial advisers is overdue.


AFA urges focus on risk tolerance

23 September 2009 | As the Ripoll Inquiry probes deeper into some of the failures in the financial planning industry, the Association of Financial Advisers has urged greater planner focus on client risk tolerance.


New legal precedent for 'advisers'

09:50 AM | Court action against a legal adviser has broken new ground which the Australian Securities and Investments Commission suggests has implications for all those giving advice.


Aviva appoints five fund managers to new Navigator SMA

8 July 2009 | Aviva has appointed five fund managers to the separately managed account facility it will launch on its Navigator platform in September.


FUM a 'key influence' on adviser fund selection

17 June 2009 | A quarter of financial advisers select managed funds for their clients on the basis of FUM inflows into the fund, according to a survey by BDM Direct.


Most advice firms to survive market downturn: Business Health

8 April 2009 | Most financial advice firms in Australia are sufficiently profitable to ride out the current market downturn, according to Terry Bell, director of financial planning researcher Business Health.


Young advisers need to take more active role

24 March 2009 | Young advisers need to develop communication skills to talk about insurance with their clients.


Global financial crisis an opportunity to educate clients about super

6 March 2009 | Advisers must use the global financial crisis as a chance to educate Australians about a healthy super balance at their retirement and encourage them to take an active interest in their super.


ASIC bans advisers

4 February 2009 | Ran financial services company without AFSL.


ipac launches succession guide

3 February 2009 | Financial challenges catalyst to address succession.


IOOF and RIAA announce alliance

09:45 AM | Will develop co-branded product with revenue sharing agreement.


Adviser remuneration a mixed bag

24 September 2008 | The most successful are those that are properly defined and disclosed.


CommInsure capitalises on a winning mix

17 September 2008 | CommInsure jumps five places to market leader in stand-alone and master trust adviser driven new sales among financial advisers this year.


Sentry appoints new executive manager

5 August 2008 | Appointment to further planned Australian expansion.


Financial instability fears rife

20 May 2008 | New FPA report drives home the ‘value of advice’ message.


Snowball gains momentum

7 February 2008 | Three more acquisitions.


ATO targets intermediaries

30 January 2008 | Tax Commissioner outlines changes.


Implications of death less than certain

7 January 2008 | Super tax implications.


ATO reveals true nature of SMSF trustees

21 November 2007 | Professional financial advice playing a crucial role.


How to keep your clients

5 November 2007 | ING survey results.


Approved lists: ratings trump sales

31 August 2007 | Planners reveal their reasons for not using industry super funds.


Quote me on this

8 August 2007 | Free trial of new online life insurance quotation service.


ING shares secret to success

10 July 2007 | ING refocuses its corporate superannuation strategy.


The evolution of AMPFP

9 July 2007 | AMP Financial Planning reveals growth strategy.


Two licensees form new dealer group

20 June 2007 | The parent companies of Sentry Financial Services and Epic Adviser Solutions have signed a heads of agreement to bring the two licensees together under one dealer group, Sentry Group Australia.


Displaying results 1-25 (of 58)
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1MMFPAAFAmerger Do you support a merger of the Financial Planning Association and the Association of Financial Advisers?
 
52%
 
3%
 
45%

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