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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....
Funds management
IOOF has reported a record underlying net profit of $80.6 million with SFG contributing around a fifth of that figure...
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MARKET INSIGHTS
Podcast
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...