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Financial planning
The Federal Government has been told that the voices of too few grass roots advisers have been heard in the FSI and PJC processes....
Financial planning
People providing so-called “wholesale” advice should not be permitted to call themselves planners....
Financial planning
Calls for the AFA and FPA to unite to form a single representative voice for financial advisers, is unlikely to result in a marriage between the two groups....
Funds management
Advisers need to consider how new products and a changing client profile might warrant a new approach to fixed income, according to FIIG Securities....
People & Products
NAB Asset Management uses new resource to provide focus on raising awareness about the increasing use of separately managed accounts....
Financial planning
PIMCO has launched a digital platform for financial advisers, institutions and investors as part of its focus on the retail segment....
Financial planning
Specialist advice and legal document provider, Topdocs, has unveiled a new registration tool to help advisers streamline applications when processing self-managed super f...
Financial planning
Just under two-thirds of risk advisers consider themselves prepared for next year’s Life Insurance Framework changes....
Financial planning
Advisers transitioning to the new life/risk remuneration models were in for short-term pain but could be paid more commissions in the long run. ...
Life/Risk
Financial advisers relying on risk commissions should consider moving to fee based advice, with the Life Insurance Framework set to hit commission based cashflow for at l...
People & Products
Shaw and Partners grows planning team and appoints new Victorian state manager....
Life/Risk
Research has found advisers will attempt to offset changes stemming from the new life insurance commission regime with improvements to business efficiency or expanding th...
Financial planning
As Australia’s ageing population expands, one industry expert asks if there are enough advisers specialising in aged care....
Financial planning
Many non-aligned advisers are struggling to justify the cost of investing in platforms, highlighting the need for tailored solutions, according to the managing director o...
Financial planning
Planners urged to do their own due diligence on licensees or risk future reputational damage....
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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...