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ADVISERS
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...
Financial planning
The chairman of the Financial Planning Association, Matthew Rowe, recently sent an email to all members of the FPA accusing certain sections of the trade media of "select...
Financial planning
A demand for transparency from clients is driving the move out of unitised trusts and into direct equities, according to IRESS business development executive Todd Yarrow....
Life/Risk
The 10 biggest life insurers paid out just under $4 billion in claims in 2011 - up 11.4 per cent from 2010, according to research conducted by The Risk Store....
Editorial
Although revenues continue to trend down, financial planning practice operating profitability has actually risen in the past year, while advisers also indicate they are o...
Financial planning
The administration cost of opt-in is likely to be negligible, according to Gold Seal director Claire Wivell Plater....
Financial planning
AMP has signaled it will be pushing further into providing financial advice to the post-retirement sector....
Financial planning
New investment product Macquarie Step has been placed on Macquarie's wrap platform five months after its launch, the group has announced....
Financial planning
RI Advice Group has rejigged its financial adviser agreements, adopting a 'practise what you preach' mentality when it comes to fee for service....
Financial planning
New technologies and social media are becoming less of a fad and more of an essential business tool, offering opportunities in key business areas such as gaining referral...
Financial planning
Lifeplan Funds Management has upgraded NextGen Investments Lifeplan Education Investment Fund investment products as part of a move to comply with the new FOFA regulatory...
Funds management
Asgard's Infinity eWRAP has surpassed $1 billion in funds under management since its inception less than six months ago....
Financial planning
Financial advisers are increasingly embracing the use of social media and iPads but are still learning how to use them in a business sense....
Financial planning
IOOF has reduced the administration fee cap of DKN Financial Group's white-labelled BT Wrap product by 25 per cent, effective 1 May 2012....
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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...