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ADVISERS
Funds management
Iress has extended its North American presence with the launch of its wealth management platform in Canada....
Top 100
TAL has won the disability income product category of this year’s Money Management/DEXX&R Adviser Choice Risk Awards....
Financial planning
Platforms were developed to benefit financial advisers rather than their clients, and it is time the industry started questioning their utility, says Pinnacle Practice di...
Rate the raters
Lonsec has once again snatched the Money Management Research House of the Year title. However, Morningstar and Mercer are catching up....
Financial planning
With remuneration models under scrutiny in the face of significant regulatory overhaul such as the removal of volume rebates due to Future of Financial Advice reforms, ad...
Financial planning
Despite calls for financial advisers to be more aligned with other related services providers such as mortgage brokers and accountants, referral relationships will not be...
Financial planning
Clime Australian Value Fund joins Macquarie Wrap platform....
Financial planning
IOOF has released a mobile information application as part of its AdviserConnect program....
Financial planning
Legg Mason Australian Real Income Fund added to BT Wrap....
Life/Risk
Some boutiques are not providing professional indemnity cover to new advisers according to Townsend Business and Corporate Lawyers....
Financial planning
Financial advisers need to view scaled advice as an ongoing opportunity rather than a threat to their business model, according to Provisio Technologies director Cameron ...
Financial planning
While the outlook for portfolio returns has gotten somewhat better, financial advisers continue to tread cautiously with their clients....
Superannuation
Platform provider netwealth is set to launch a new wrap specifically targeted at SMSFs, enabling them to adjust their investment and insurance requirements to the level o...
Editorial
Churn in the life/risk space remains a contentious issue, but as Col Fullagar explains, responsibility not only resides with advisers but also with the insurers and how t...
Superannuation
David Barrett briefly addresses two major challenges that loom for financial advisers: providing the strategic advice associated with a potential recommendation for a sup...
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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...