ADVISERS
Financial planning
Synchron’s John Prossor claims a repeat of the AFS brokerage losses can be avoided by paying advisers without delay....
Life/Risk
Zurich boss Colin Morgan says upfront commissions have an ongoing place in insurance advice....
Financial planning
Financial advisers tend to over-estimate the average investor’s knowledge of financial markets – but social media could help to stem this trend, a US study has found....
Financial planning
The concept of trust in financial planning has reached a critical juncture, writes Geoff Rimmer, and only bold measures will restore it. ...
Financial planning
The ability to easily open and manage accounts are what advisers are looking for when it comes to cash products, according to a new survey conducted by Macquarie Bank....
Financial planning
More than half of advisers in the industry have been approached by one or more dealer group asking them to switch, according to a CoreData survey....
Financial planning
Guardian Advice moves to make medical-related processes easier for planners....
Financial planning
AIA Australia has announced another platform link-up, this time with HUB24....
Financial planning
Guardian Advice has entered into an equity partnership with Capital Managers as the dealer group launches its new practice equity model. ...
Financial planning
ASIC seeks industry input on a shift to higher knowledge and skills levels for planners. ...
Editorial
As advisers become increasingly time-poor, multi-manager funds seem to have emerged as an ‘all-in-one’ solution they need for their clients. But as Benjamin Levy reports,...
Financial planning
Financial planners are being stymied by anti-money laundering laws and the onerous administration tasks involved in transferring client funds from one term deposit to ano...
Financial planning
Having a successful discussion with clients about fees can revolve around emphasising service delivery rather than value....
Financial planning
The growing use of mobile devices has resulted in financial advisers embracing social media faster than ever – and at a more rapid pace than the overall community....
Financial planning
Guardian Advice moves to get advisers ready for FOFA via workshops. ...
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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...