IWL will officially release its updated version of VisiWeb this week with the new features pushing it more into the realm of advisers and redefining it as a financial pla...
Veteran risk adviser John Zwiers says the great trouble with the financial planning industry is that it pays lip service to the risk industry – and it has got to stop....
In the last decade computers and technology have been responsible for many redundancies in the workplace, and those further down the financial services food chain could b...
Over the past year, the Tower group has redirected its overall strategy and returned its focus to the risk end of the market. Lucie Beaman looks at what this means for th...
Prepare yourself, planners, because as soon as you set foot through that exhibition hall entrance you are going to be bombarded with treats, novelty prizes and, if you’re...
Vanguard Investments Australia has chosen a left-field candidate to fill its vacant head of retail role position - former Personal Investor and Asset magazine managing e...
Financial planners are stepping into the insurance ring, and while they have textbook knowledge and software in their corner, do they have the skill set? Lucie Beaman rep...
The Financial Planning Association (FPA) is lobbying for changes to the Insurance Contracts Act to reduce the professional indemnity insurance problems currently plaguing...
The financial planning arm of the Commonwealth Bank (CBA) is developing an “adviser academy” which it hopes will raise the standard of its advice business and attract a f...
ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....
ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...