Investor sentiment is still low and financial advisers are blamed for losses. Advisers will face a difficult period in the next 12 months, but will be presented with a ra...
When clients fail to do their bit in the client-adviser relationship, financial planners are often blamed for unfavourable outcomes. Col Fullagar proposes a way to avoid ...
The Government's FOFA legislation will undoubtedly change some of the relationships which exist between planners and their clients but, as Sonnie Bailey writes, underlyin...
Three years have passed since the start of initial talks about the FOFA changes. The debate rolls on, but the financial services industry has received little clarity and ...
The current global economic uncertainty has resulted in many investors questioning the wisdom of some of their investment decisions. Michael Carrigan explores ways in whi...
The appropriate mix of retirement products combined with the age pension should provide certainty, growth and access to capital at a level suitable to each client. Rachel...
Financial planners need to develop new business models that take into account the two phases of retirement - active and elderly, according to Phil Galagher....
Samantha Hills provides tips for financial planners on how to manage and avoid conflicts of interest when dealing with clients, ahead of the proposed FOFA changes....
Non-aligned dealer group executives have long been warning that the new Future of Financial Advice reforms would lead to consolidation in the financial advice market. Geo...
Putting aside the increasingly open question of whether the Gillard Labor Government will remain in power long enough to oversee the implementation of its Future of Finan...
The use by Industry Super Network (ISN) of research and surveying organisations to help prosecute its agenda with respect to financial planning represents the transfer of...
Alexei Piltiaev explains how implementing the right software solution can help financial planning businesses tackle the compliance and administration issues flowing from ...
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...