ADVISERS
Life/Risk
Advisers’ culture-driven reluctance to sell is contributing to the dearth of the life insurance industry as we know it, according to Synchron’s Don Trapnell. ...
Financial planning
AIA extends the number of platforms on which its insurance offerings are available....
Financial planning
Westpac has rejected separately labelling institutionally-aligned financial planners, stating FOFA is an appropriate standard for all advisers....
Superannuation
A recent study commissioned by IOOF found that greater activity by financial advisers does not necessarily translate into a greater perception of value from clients, writ...
Financial planning
Australian Unity claims monthly educational contact with clients is optimal....
Financial planning
ASIC will investigate former financial advisers with the Macquarie group which is to contact 160,000 clients who received advice over the past decade about the possible p...
Financial planning
As consumers get savvier and more sceptical of financial advice, advisers have to fight harder than ever to justify their value proposition, but the smarter ones still ha...
Financial planning
Specialist financial services companies and larger banks are looking to grow their separate managed account (SMA) businesses over the next two years....
Funds management
Financial advisers and their clients will be able to learn about exchange traded funds (ETFs) using a new educational microsite....
Financial planning
Learn about the pros and cons of owning AFSL and weighs them up against becoming an authorised representative of a larger licensee...
Financial planning
Australian Unity planning chief executive points to adviser backlash against vertical integration....
Editorial
The financial planning industry has undergone some momentous changes in the last few years and it’s critical the planners respond to the changing environment at the same ...
Policy & Regulation
Coverage of the Commonwealth Bank planning saga has clients believing the events happened “yesterday”, placing increasing pressure on advisers to justify their value prop...
Financial planning
Advisers’ attempts to cover all bases could be costing them new clients, with search patterns showing those with specialist offerings have greater pulling power, a planni...
Editorial
While simplicity in the multi-fund sector is widely regarded a thing of the past, the fundamental investment principles that guided the success of multi-funds still apply...
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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...