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Financial planning
As managed fund inflows struggle to return to pre-GFC levels, share trading and direct investments became increasingly popular with retail investors over the past couple ...
Financial planning
Some segments of the industry say the Financial Services Council’s (FSC) stance to proactively reduce the practice of insurance policy churning by advisers will not...
Editorial
A recent study has shown that advisers see their client relationship as the primary foundation of their value proposition. Fiona Mackenzie describes the importance of a ...
Financial planning
Diversified fund manager Pengana Capital has had its Asia Special Events Fund added to Macquarie Wrap's investment menu....
Top 100
As dealer groups prepare for the new regulatory environment, Benjamin Levy explains the story behind the results of the Top 100 Dealer Groups Survey....
Superannuation
A certificate of advice from a financial adviser or accountant has been identified as a potential major sticking point for clients looking to borrow to invest in a proper...
Financial planning
Advisers are increasingly ready to rebalance client portfolios away from cash to reinvest in growth assets, according to a survey from Zurich's investment business in Aus...
Financial planning
Commonwealth Private advisers get Iress suite....
Financial planning
Lower costs for consumers and efficient administration were the top two factors advisers would like their platform provider to improve....
Superannuation
A certificate of advice from a financial adviser or accountant has been identified as a potential major sticking point to clients looking to borrow to invest in a propert...
Policy & Regulation
Elixir Consulting has launched a program to help planners get 'FOFA-ready'....
Financial planning
A high level of fiduciary care towards clients is not just a regulatory requirement, but sensible risk management for advisers as well, according to Equity Trustees head ...
Superannuation
The upcoming FOFA reforms will see the removal of commissions on life risk products in super. Money Management conducted a roundtable discussion with leading industry pla...
Financial planning
As the dust settles on the post-GFC world, Janine Mace discovers that the previously mundane world of fixed interest investments is now in vogue. ...
Policy & Regulation
OnePath has launched a program called FutureReady, which is aimed at preparing advisers for the post-Future of Financial Advice (FOFA) environment....
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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...