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ADVISERS
Financial planning
When it comes to fee disclosure statements, advisers need to consider what the regulator wants; what is expected from a legal viewpoint; and how disengaged clients are li...
Financial planning
Matrix withdraws itself from sale despite interest from buyers....
Funds management
Financial adivsers must understand the interplay between different client objectives and how they impact each other, according to Lonsec’s Lukasz de Pourbaix....
Financial planning
Macquarie has launched an SMSF toolkit to improve client engagement and support advisers in managing their clients’ SMSFs....
Financial planning
Advisers can improve the health and profitability of their business by getting involved in philanthropy, according to Shadforth Financial Group (SFG) national head of phi...
Financial planning
Planners need to be careful in how they treat a client's informal partner in their own advice records, according to York Family Law director Nabil Wahhab. ...
People & Products
Centric Wealth has named Celia Carroll as the dealer group's new state manager for Victoria. ...
Financial planning
A new survey finds advisers see the Future of Financial Advice reforms in a more positive light, citing efficiency as the most likely legacy of the new legislation....
Financial planning
People need to treat estate planning like any other insurance policy, according to Equity Trustees....
Financial planning
With fee disclosure requirements for financial advisers just around the corner, Adviser Logic managing director Gundeep Sidhu says that he is still seeking clarity from d...
Editorial
Some of the biggest companies in the world are based in emerging markets. Perhaps it is time to let go of old-fashioned views and seriously consider this sector, writes J...
Financial planning
Synchron's Don Trapnell says some licensees are guilty of creating a "Hotel California" syndrome by imposing unreasonable conditions on exiting advisers....
Life/Risk
Improving consumer demand and sales volumes have bolstered life/risk adviser sentiment, according to the latest Zurich index....
Life/Risk
Risk commissions paid to advisers have been under attack for some time. If they were to be completely eliminated, however, what would be a viable alternative? Col Fullaga...
Financial planning
Financial planning licensees need to take a close look at their Approved Product Lists (APLs) to ensure they are sufficiently broad, according to Minter Ellison partner R...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...