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ADVISERS
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....
Financial planning
Advisers are asking for help analysing what aspects of their business models need to evolve to survive as regulatory changes rapidly alter what is important in an advice ...
Financial planning
AMP-aligned dealer group ipac has announced it will bring the Tynan Mackenzie group, which was incorporated into AXA in 2006, under the ipac brand....
Financial planning
Whilst huge winds of change batter the investment and regulatory environment, a fundamental shift in the way consumers interact with technology is altering the nature of ...
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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...