advisers

Financial planning

Poor face-to-face contact could see clients flee

Almost one in three clients are considering leaving their adviser, with a lack of face-to-face contact often the kiss of death, a survey found. ...

Policy & Regulation

FOFA now only a 'distraction’ for advisers

Advisers believe the FOFA reforms are a now only a distraction from delivering quality client services and building their personal brand, a recent survey by the Advice Le...

Life/Risk

The forgotten impact of skyrocketing insurance claims

Skyrocketing life insurance claims have been grabbing headlines for some time now, but the impact on advisers – and the input of lawyers – has largely gone unreported, Cr...

Financial planning

Making the choice between an aligned or non-aligned group

For advisers planning a change of scenery this year, it’s worth plotting out a roadmap to determine whether aligned or non-aligned groups would best suit their goals, wri...

Financial planning

Why financial advisers no longer own their clients

Contrary to what some believe, the client owns the client: the client is not owned by the adviser, the dealer group or the broker, as Craig Parker explains. ...

Financial planning

ASIC wants tougher line on advice failures

ASIC will seek to ban management figures in financial planning firms that are involved in advice failures....

Financial planning

Vertically integrated advice vs self-licensing and non-aligned advice

Milana Pokrajac examines the advantages and disadvantages of vertically integrated advice compared to self-licensing and non-aligned advice....

Financial planning

Certitude expands Victorian team

Certitude Global Investments has extended its Melbourne team with the appointment of Jennifer Savedra as business solutions manager....

Financial planning

Greater advocacy work needed at claims time

Financial advisers have to advocate further to avoid the growing involvement of lawyers in the insurance claims process....

Financial planning

Successful succession planning

Successful succession planning requires a mix of research, preparation and experimentation, explains Simon Harris....

Funds management

ETF investors bypassing advisers

ETF investments have shot up 50 per cent in the last year, but the bulk of the traffic is still not driven by advisers, a report shows....

Financial planning

Admin burden costing advisers thousands

Administration and compliance is costing advisers more than $15,000 a year in lost revenue, according to a CoreData report....

Financial planning

Bond rules confusing aged care residents

Advisers have been urged to clarify “confusing” bond rules under the Government’s new aged care reform program in order to protect their clients from undue distress. ...

Financial planning

AIA Australia launches new adviser pay model

AIA Australia has released a new commission payment model for advisers, which it says could almost double the value of advisers’ business over 10 years....