ADVICE
Financial planning
High net worth clients are willing to pay well for scalable advice with their demands indicative of future advice and investment trends....
Financial planning
Learn about the pros and cons of owning AFSL and weighs them up against becoming an authorised representative of a larger licensee...
Editorial
The adviser’s best interest duty leaves a question mark hanging over what constitutes “reasonable” advice, Merton Miles writes....
Top 100
Telstra Super Financial Planning has the most valuable financial planners in the corporate and industry super arena with high levels of funds under advice and funds under...
Financial planning
Telstra Super Financial Planning has the most valuable financial planners in the corporate and industry super arena with high levels of funds under advice and funds under...
Editorial
The financial planning industry has undergone some momentous changes in the last few years and it’s critical the planners respond to the changing environment at the same ...
Top 100
Private wealth and boutique adviser groups have topped the list of planners and clients with high levels of funds under advice according to data gathered in this year’s M...
Financial planning
Private wealth and boutique adviser groups have topped the list of planners and clients with high levels of funds under advice according to data gathered in this year’s M...
Financial planning
The interim report of the Financial Systems Inquiry has pointed to higher educational standards for planners, a national exam regime and tougher powers for ASIC....
Accounting
Accountants are not having the necessary conversations on what is going to happen to their ability to give advice on self-managed super funds (SMSF) after July 2016, an a...
Financial planning
Institutionally-owned Australian financial services licensees are bound by approved product lists, which compromises advice and products they recommend to clients, one fi...
Financial planning
ANZ will bring financial planning to retail shop fronts as part of a pilot program to showcase its range of advice options....
Policy & Regulation
Actuarial consultancy Rice Warner expresses concern that proposed FOFA changes will undermine the delivery of intrafund advice....
Policy & Regulation
Scaled and scoped advice has received undue focus under the Future of Financial Advice (FOFA) legislation, and is a sign of increasing levels of paternalism in legislatio...
Financial planning
Centric points to need for advice for same sex couples. ...
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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...