advisers

Funds management

Morningstar urges caution on emerging markets

The challenge for investors and advisers when it comes to investing in emerging markets is harnessing the benefits of anticipated sustained economic growth of developing ...

Financial planning

OnePath launches life application tracking system

OnePath has launched a new online application tracking system for OneCare life insurance, which will allow advisers to view information about the status of all applicatio...

Superannuation

Advisers may be pressured to provide retiree strategies

The Government has stopped short of imposing retirement solutions stemming from super, although it may place pressure on advisers to address the risks retirees face in th...

Superannuation

Floods highlight problems with gearing in super

Gearing in self-managed super funds (SMSFs) is one of the most confusing issues for advisers, and the Queensland floods could highlight the need for legislative change, a...

Financial planning

Many advisers lack business plans

An absence of business plans means advisers are failing to make the most of their practices....

Policy & Regulation

ASIC’s FOFA approach ‘sub-optimal’

Academic claims ASIC got fiduciary duty wrong and really meant ‘best interests’....

Financial planning

RI Advice expands further into Perth

ANZ-owned RI Advice Group has recruited another practice to its network, this time adding Perth-based firm The Wealth Designers....

Financial planning

Advisers will pay price for fiduciary duty reforms

The consequences of breaching fiduciary duty under the Government’s Future of Financial Advice (FOFA) reforms could be much steeper than first thought, with the pos...

Financial planning

Cash: Sitting on the sidelines

Cash remains king in the minds of many clients as they monitor the slow recovery from the global financial crisis and, as Benjamin Levy reports, it rests with advisers to...

Financial planning

Adviser need for efficiency drives platform innovation

Platform technology has developed to the point where it can adapt to meet the evolving needs of advisers, including an opt in solution, according to Macquarie Adviser Ser...

Financial planning

Commissions ban may boost planner interest in LICs

If the shift to a fee-for-service model does come into play next year as part of the Government’s Future of Financial Advice (FOFA) reforms, it is expected that lis...

Policy & Regulation

FOFA may separate industry: Klipin

One of the unintended consequences of the Government’s Future of Financial Advice (FOFA) reforms may be a shortage of 'generalist' financial planners, according to ...

Financial planning

Advisers make difference in life cover

There is a distinct difference in adequate levels of insurance between people who have received financial advice and those who have not, according to a new piece of resea...

Financial planning

Conservatism continues to reign

The number of advisers with margin lending authorisation is surprisingly low, although this may be due to continuing conservatism, according to Claire Wivell Plater, mana...