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ADVISERS
Life/Risk
Asteron Life has launched a new remuneration structure for advisers, which will see them receive 10 per cent extra commission in year one....
People & Products
Marc Fabris will start the new role of global head of new distribution at Zurich Financial Services from December 1. ...
Financial planning
Investors belonging to particular age groups are more satisfied with their financial planners than others....
Life/Risk
ASIC has made it clear it would like to see life insurance commissions banned as it would be the most effective way of combating churn, according to The Fold Legal managi...
Financial planning
Social media has been heralded as the next big thing for some time now, but to make it work in their industry planners need to approach the medium differently, writes And...
Financial planning
One in four existing Mortgage Choice franchise owners have signalled their intentions to start a financial planning franchise....
Funds management
Financial services group Wealth Within has unveiled a new direct-to-client platform, which it says will remove administrative inefficiencies and reduce investor costs. ...
Financial planning
Financial advisers looking to join a dealer group need to make sure those groups can deliver on their promises, according to My Dealer Group founder Anne Fuchs....
Life/Risk
Licensees using PI insurance to stop free movement of advisers to competitors....
Financial planning
Roundtable told that planner short-termism has made it difficult for fund managers to take 'big’ positions....
Financial planning
For those advisers aspiring to greater things, two recent pieces of research may contain the insights they need to drive their business further, according to Zurich’s Ric...
Financial planning
Dealer groups offering cash incentives to advisers to join their business should mostly be avoided due to lack of clear value proposition, according to Anne Fuchs, direct...
Financial planning
Platforms, financial advisers and clients alike are about to be swept along by the impact of technological innovation on platforms, as Kelly Power explains. ...
Rate the raters
The Money Management Rate the Raters survey of dealer groups and advisers offers an annual snapshot of what is important for end-user clients of the products on offer by ...
Financial planning
Thanks to the best interests duty financial advisers now have a better chance then ever to identify quality licensees, writes Anne Fuchs. ...
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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...