advice

Editorial

Can Rice Warner’s research for ISN stand the test of time?

While Rice Warner riled the financial planning industry with its latest research work on behalf of Industry Super Network, history will be the judge of the validity of it...

Financial planning

Price of advice unlikely to decrease

A financial planning executive said professional, holistic advice services should not be thrown into the same bucket as low-level intra-fund advice when talking about the...

Financial planning

Dealer Groups of the Year announced

Money Management has partnered with Tepana Financial Indices to bring you the 2013 Independent and Institutional Dealer Groups of the Year. ...

Editorial

ASIC's RG 146 training requirements - tidying up the loose ends

ASIC has established new competency standards around RG 146, but Cecilia Storniolo writes that there are many loose ends that need to be resolved before the ground rules ...

Editorial

Understanding the best interests duty and its obligations

Legal experts Samantha Hills and Grant Holley dissect the best interests duty and the obligations that come with it....

Financial planning

ipac targets accumulator market

AMP-owned dealer group ipac is is looking to further tap into the accumulator client segment by building advice capabilities to support this market. ...

Superannuation

Financial planners struggle to keep up with superannuation changes

With constant regulatory change impacting on the superannuation sector, financial planners are finding it difficult to focus on clients’ retirement needs, writes Bela Moo...

Life/Risk

Direct life insurance – a friend or foe of financial advisers?

We can buy everything online – clothes, shoes, cars, holidays – so it is only natural that the direct life insurance channel is becoming part of the online tsunami. How t...

Financial planning

Client management the key to scaled advice

Ibbotson Associates’ Matthew Esler highlights that effective client engagement not only empowers financial planners with the key to unlocking scaled advice but also ensur...

Superannuation

SMSFs face a year of regulatory upheaval

Will 2013 be the defining year for self-managed super funds? Bryan Ashenden's policy overview discusses the implications for advisers....

Financial planning

Scaled advice rules open for interpretation

Some financial services licensees claim parts of the regulatory guidance on scaled advice are still open to interpretation - which could potentially lead to liability iss...

Financial planning

Lines blurred between scaled and complex advice

Almost all financial advice was scoped to a point, so lines between scaled and complex advice are quite blurred, according to AMP director of advice Scott Machin....

Financial planning

Cost main barrier to advice take-up

It used to be poor perception, but new research suggests the reasons for low take-up of financial advice are changing....

Life/Risk

What are the alternatives to risk commissions?

Risk commissions paid to advisers have been under attack for some time. If they were to be completely eliminated, however, what would be a viable alternative? Col Fullaga...

Financial planning

Why FOFA has not solved the 'best interests' dilemma

The best interests duty appears to have regulatory deficiencies which could be described as the elephants in the room, according to David O’Reilly....