ADVICE
Financial planning
Most direct investors want advice but they are unclear on adviser's value propositions, CoreData has found....
Superannuation
New report advocates tailoring SMSF advice to generational needs....
Top 100
Consolidation is changing the face of the financial planning dealer group sector before our eyes, while small-to-medium players continue to struggle....
Superannuation
On the back of changes announced as part of the FOFA guidelines, My Adviser has announced the launch of a specialist authority to enable accountants to continue to recomm...
People & Products
In an effort to drive its growth strategy, Guardian Advice has expanded its senior managerial team with the appointments of John Gray, Patrick Casey and Richard Johnson....
Superannuation
Industry experts believe proposed legislation and a new licensing regime will give way to like-for-like cost comparisons between SMSFs, industry and retail superannuation...
Financial planning
Finding a good adviser is 'almost a matter of chance' according to Vanguard head of corporate affairs and market development Robin Bowerman....
Financial planning
Clients respect financial advisers who keep their expectations realistic in the face of market gyrations....
Tools & guides
The option of using a record of advice has been available to financial advisers for a number of years. Samantha Hills clears confusion as to why planners would use one, w...
Financial planning
The amount Australians are prepared to pay for financial advice has slipped over the past year, with the gap between expected and actual cost of advice widening....
Financial planning
Financial advisers must develop a more complex toolset to provide advice, according to senior Milliman consultants who criticised the simplistic advice models being used ...
Financial planning
A banned Gold Coast financial adviser will return to court today to face 19 criminal charges including providing false or misleading statements and failing to have a reas...
Financial planning
AMP has invested in Futuro Financial Services, taking an initial 10 per cent minority stake with a plan to take full ownership of the business in five years....
Financial planning
The FOFA reforms well and truly dominated the financial planning industry during 2011 and the year ahead looks set to bring more of the same, writes Nicolette Rubinsztein...
Superannuation
SMSFs are already in advance of the Stronger Super objectives according to Andrea Slattery, the chief executive officer of the Self Managed Super Funds Professionals' Ass...
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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...