ADVISER
Financial planning
ASFA urges better clarity on FOFA legislation to ensure planners are not exposed to vexatious litigation over scaled advice and best interests....
Financial planning
All Star's property fund accepted on key platforms....
Editorial
Many inconsistencies currently exist between different insurers in their trauma policy wording, especially when it comes to policy lapsing and reinstatement. Col Fullagar...
Financial planning
Technology solutions could boost planner engagement with all clients, particularly C and D clients, according to Decimal....
People & Products
Professional Investment Services (PIS) founder, Robbie Bennetts, will undertake a part-time role within the group, moving away from his full-time duties effective 31 July...
Editorial
In the second part of his article on claims management fees, Col Fullagar considers fee-based remuneration models and their impact on claims management....
Financial planning
ASIC has been accused of creating a recipe for chaos when it comes to adviser applications for AFSLs....
Superannuation
Many financial planners belonging to the baby-boomer generation will retire around the same time as the majority of their clients, creating a greater need for well though...
Editorial
Claims management fees can span an ocean of contentious, sometimes confusing issues. In this first of a two-part article, Col Fullagar examines some common case scenarios...
Financial planning
The Government has established a framework that would allow fiduciary duty to be circumvented by some financial planners, according to the Boutique Financial Planning Pri...
Financial planning
Perth-based wealth management group Plan B has expanded its presence in the eastern states with the acquisition of a 33 per cent stake in Queensland-based dealer group My...
Editorial
Col Fullagar examines what advisers need to know when dealing with clients in different age groups....
Editorial
The skills learned as a paraplanner are vital when making the career change to financial advice, writes Mark Larmour....
Financial planning
OnePath has launched a new online application tracking system for OneCare life insurance, which will allow advisers to view information about the status of all applicatio...
Editorial
Justin Delaney explains why the current debate over financial advice remuneration models means the industry is in danger of losing sight of the purpose of wrap platforms....
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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...