advice

Superannuation

There are various areas of SMSFs that investors are demanding advice on that are not currently available, research showed....

Life/Risk

Running the risk

Australia’s life insurance sector has been put on notice that its current model is unsustainable and handed a reform ultimatum by regulators. But what will this mean for ...

Superannuation

Where the twain shall meet

For some financial planners industry superannuation funds are just another product option while for others they represent an unfair playing field and an attack on the adv...

Life/Risk

Court out by replacement business

A recent court case sheds light on the details advisers need to consider when replacing an insurance policy, Col Fullagar writes. ...

Financial planning

Growing numbers of ‘super rich’ will need generalist advice

Australia’s growing number of ultra-high net worth individuals (UHNWIs) will require financial advisors with generalist - not just investment - knowledge, a new report re...

Advice cost impeding tailored MySuper solutions

The high cost of financial advice is hindering superannuation funds from tailoring their MySuper products to their members’ needs, CIFR research director Geoff Warren bel...

Financial planning

Countplus subsidiary signs with Ibbotson for managed accounts

Total Financial Solutions has signed an agreement with Ibbotson Associates to act as investment manager for its separately managed accounts and to provide investment cons...

Editorial

Practising mental fitness

Advisers are in the business of keeping their clients calm, but what happens when their own mental health is in question? Craig Parker asks....

Editorial

How savvy advisers target SMSF clients

Instead of viewing SMSFs as competition to the advice sector, they should be seen as a lucrative market for advisers to tap into, as Tracy Williams explains. ...

Policy & Regulation

FOFA windback hurts consumers who have received advice

The disallowance of the Future of Financial Advice amendments may hurt consumers who will not be able to access scaled advice and may be forced to change to less suitable...

Financial planning

Aged care reforms heightens need for advice: PWG

New aged care reforms are making the process of entering an aged care accommodation even more complex, a specialist in aged care advice claims....

Financial planning

Scaling back advice

It's been an issue that's ruffled feathers across the industry, but is scaled advice finally gaining traction in the planning world? Kate Cowling investigates. ...

Financial planning

Plan to escape the legal traps

As risk planning remains a hot topic in the financial advice space, Malavika Santhebennur explores the top 10 legal quandaries planners can find themselves in and how to ...

Financial planning

Software to ‘bake-in’ compliance standards: Decimal

Financial advisers and dealer groups will be able to track and record every client interaction they have, to ensure compliance standards are being met, with the roll-out ...