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Technology change is now driving the life insurance market in significant ways and applying for life insurance is easier than ever for advisers and their customers....
A mere six months ago, the common wisdom among financial planners was that most clients would be best advised not cashing out their investments lest they miss the inevita...
Traditional financial advice models that service higher-net-worth clients don't work for average Australians and a paradigm shift is needed in the industry....
A good investment strategy beats a tax effective band aid, argues Rick Di Cristoforo....
So the Australian Securities and Investments Commission (ASIC) intends to conduct another financial planning shadow shopping exercise some time after June 30, this year –...
Industry players have begun voicing their concern about the increasing possibility of a removal of tax-free withdrawals from superannuation in light of the global financi...
Several myths have recently been propagated in relation to default superannuation funds and these demand a response, writes the Minister for Superannuation, Senator Nick ...
The Financial Planning Association (FPA) has not made a good start to 2009....
The financial services industry largely failed to protect its clients through the market decline. A focus on robust market valuation and a willingness to adjust portfolio...
Mariner Financial has signalled it will reduce head count by 10 per cent and continue asset sales to raise funds to continue paying off debt...
IT now transpires that the Australian Securities and Investments Commission did receive four complaints relating to Storm Financial in the period 2006 to 2007. Trouble is...
OVER the past several years the Financial Planning Association (FPA) has, on its members’ behalf, run a substantial promotional campaign on the ‘value of advice’. This ha...
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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...