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...

Financial planning

Social media may help to build strong professional relationships - but it is crucial for financial advisers to have in place an online strategy to avoid overstepping pers...

Financial planning

We know what challenges lie ahead, but how will financial advisers handle them? Zurich's Philip Kewin sets out to gauge their readiness....

Policy & Regulation

Updated regulatory guidance published by the Australian Securities and Investments Commission (ASIC) late last year has shifted much of the compliance burden directly ont...

Financial planning

The new guidance on best interests duty implies asset-based fees are just as conflicted as commissions, according to Claire Wivell Plater....

Financial planning

Experienced financial planners who are buying or selling a relatively small book of clients may decide to use a legal template for the transfer agreement and accept the r...

Financial planning

A financial adviser has raised concerns about some of the marketing strategies used by banks to sell life insurance, which could have a negative financial impact on risk ...

People & Products

Camilla Von Pfyffer has joined MLC Accountant Solutions as a business consultant based in Queensland....

Policy & Regulation

IOOF has announced a range of changes to the fee structure of its Pursuit platform with an eye to ensuring it is ready for incoming FOFA changes....

Editorial

As part of their value-add, financial planners are increasingly putting in the time to build direct share portfolios for their clients. Are direct investments the new coo...

Financial planning

Elixir Consulting has begun marketing a new tool it says is aimed at helping advisers and their licensees confirm the sustainability of their businesses and any deficienc...

Financial planning

SMSFs perform similarly regardless of whether trustees rely on advisers, accountants or their own research, according to a Rice Warner study....

Financial planning

TAL Australia has announced the launch of Affinia, a new risk-specialist dealer group....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

4 days 19 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 4 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 3 days ago
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