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Financial planning
Greater flexibility and independence, increasing dealer group fees, and concerns around fulfilling a fiduciary duty are some of the reasons why more advisers are applying...
Financial planning
New Investment Trends research reveals who is using what amid a growing trend by planners to write risk and life....
Editorial
Justin Delaney explains why the current debate over financial advice remuneration models means the industry is in danger of losing sight of the purpose of wrap platforms....
Financial planning
The majority of advisers surveyed by Radar Results believe it is likely they will lose clients as a result of the opt in for continuing advice reform....
Financial planning
COIN Office 3.6 now includes corporate actions and gives advisers more control over which actions they apply and when, streamlining the administration process....
Financial planning
Aviva Investors has paired up with the financial services technology provider Iress Market Technology to launch a direct separately managed account (SMA)....
Financial planning
The majority of financial advisers believe RG 146 is an inadequate minimum entry standard and that a tertiary qualification requirement should be introduced, according to...
Financial planning
Professional Investment Holdings (PIH), the parent company of one of Australia’s largest non-institutionally owned dealer groups, has removed one of the final obsta...
Life/Risk
Almost half of adviser income from risk advice in the last 12 months came from new clients, with one in five advisers writing more than $100,000 in new risk premiums, acc...
Financial planning
BT-owned online financial planning software application AdviserNETgain has rolled out a new bulk review feature, which enables the production of an unlimited number of re...
Financial planning
Other institutions will have to emulate Colonial First State’s limited advice model, according to Provisio’s Cameron O’Sullivan....
Financial planning
Changes are afoot in the structured investments arena, with increased transparency and clearer fee structures. But is investor sentiment changing? Benjamin Levy reports....
Financial planning
ANZ-owned dealer group Financial Services Partners has created two new internal roles to improve its investment research offering....
Funds management
Some of the community anger directed towards the Commonwealth Bank of Australia (CBA) after its Melbourne Cup day rate hike appears to have trickled down to the funds man...
Financial planning
Advisers have been warned against making simplistic comparisons between fund ratings from different research houses in the Australian market....
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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...