ADVICE

Features

Col Fullagar considers the difference between service and financial advice within the adviser value proposition framework amidst the debate around adviser remuneration mo...

Tools & guides

Russell Collins explores how risk advisers can overcome objections from clients when interviewing them, particularly the ‘I can’t afford it’ objection. ...

Financial planning

BT Financial Group will ramp up its adviser rating site with more consumer tools - including the provision of general advice, financial literacy and detailed adviser work...

Financial planning

Fiducian Group has acquired a Sydney-based advice firm with $85 million in FUA, bringing the group’s total FUA to $1.71 billion....

Funds management

Watershed Group’s advisers with strong or active market views were able to beat their respective index benchmarks for the year to June 2015....

Financial planning

Current questionnaire based risk profiling fails clients with advisers unable to provide a solid basis for decisions stemming from the process....

Top 100

Moves to assess the landscape of financial planning should be lauded but, as Jason Spits writes, there needs to be more clarity as to who should populate that landscape....

Financial planning

Market uncertainty and declining investor sentiment has created gloom amongst many Australian financial planners....

Financial planning

NAB said it would compensate almost 62,000 customers after a review found errors and processes on its Navigator platform dating back to 2001, before NAB acquired Aviva in...

Financial planning

Perpetual Private has recruited long-serving ipac securities technical services head, Colin Lewis, as Head of Strategic Advice....

Financial planning

Centrepoint Alliance is trialling an entry level robo-advice offering among one of its planning groups claiming it will reduce administration burdens for planners....

Life/Risk

The AIOFP has labelled the tri-party life/risk commission regime changes as a sell out of advisers and will submit its own amended regime model this week....

Financial planning

As Australia’s ageing population expands, one industry expert asks if there are enough advisers specialising in aged care....

Editorial

While there has been plenty of debate around risk insurance advice, Col Fullagar argues that a more important debate needs to be had about how the major insurers deliver ...

Financial planning

Financial planners are being encouraged to show their worth, with new research showing Australia’s 4430,500 millionaires are willing to up their spending on advice....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 4 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 6 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 4 days ago
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