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Life/Risk
The Financial Services Reform Act has changed the world of risk insurance, but as Ross Kelly writes, opinion is divided on whether the task has become harder for advisers...
Financial planning
Paul Resnik calls on the industry to bring common sense back into financial planning training and practice....
Financial planning
Q: Under Financial Services Reform (FSR), what is the scope of advice we can provide during an initial client meeting before a Statement of Advice (SOA) is provided? My u...
Financial planning
Q: Under financial services reform (FSR) I am afraid that I cannot afford some of my clients, or more correctly, they cannot afford me. I have heard conflicting comments ...
Top 100
The boutiques may not have been the fastest movers over the past 12 months, but the Top 100 shows that most have managed to sustain respectable growth in terms of client ...
Financial planning
The current transition to the new Financial Services Reform (FSR) regime represents only the beginning of an evolution to a new standard, according to senior partner with...
Financial planning
Risk selling is about selling relationships, not products. Julie Bennett and Freya Purnell report....
Financial planning
A recent tour of Europe got Tom Collins thinking about local perceptions to financial services, particularly in relation to distribution....
Financial planning
Deakin Financial Services has confirmed market speculation it is in discussion with AustChoice Financial Services regarding a possible acquisition after an announcement t...
Financial planning
What do advisers think of choice of fund legislation? And how do they think it will impact on their business? Julie Bennett reports....
Financial planning
AXA chief executive officer Les Owen says that despite all the recent bad news the outlook for the Australian wealth management market looks good....
Financial planning
Tom Collins argues that contrary to what the regulators and lawmakers are saying about cleaning up the financial services industry, the solution will be found in redefini...
Financial planning
The Assure master trust is set to close after AXA announced it will consolidate all of its platforms into Summit as part of its single-platform strategy....
Financial planning
The current environment does not encourage advisers to charge fees for service, argues PETER BOBBIN. But all that might change if the law was amended to allow clients to ...
Financial planning
Six dealer groups have signed up for the PremiumChoice Portfolio Services platform in its first two months of operation, says chief executive Richard Carter....
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...