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Craig Lawrenson has been named the new head of Asgard....
Financial planning
Advisers are leaning more towards flat fees as they review their businesses and properly price their services, according to Elixir Consulting’s Sue Viskovic....
Financial planning
Online information portals could be powerful tools for advisers to engage their clients in the difficult discussion of risk insurance, and two such portals were recently ...
Financial planning
Midwinter Financial Services has released new functionality it claims will 'revolutionise' financial planning in Australia by dramatically cutting the average time taken ...
Financial planning
CommInsure has moved onto the front foot declaring that commissions should remain an option in insurance....
Financial planning
New research reveals a dramatic shift away from managed funds towards direct equities and other listed investments, as the effect of increased investor fee aversion and d...
Editorial
The market for C and D financial advice clients is heating up, both for sellers and buyers, writes Caroline Munro....
Editorial
The Ripoll Review recently proposed the introduction of a statutory fiduciary duty for financial advisers. Tim Browne examines the importance of such an obligation for th...
Editorial
New technologies and, in particular, software will help financial advisers compete in a hyper-competitive, post-commission environment....
Financial planning
There is an unfair bias in the reform agenda against advisers, and more attention should be paid to researchers and product providers, according to the Financial Planning...
Financial planning
Netwealth Investments has announced it is launching a new integrated insurance facility, LifeWRAP, in conjunction with AIA Australia....
Financial planning
Offering individually managed accounts to high-net-worth clients can be a scalable solution for financial advisers, writes Damian Graham....
Financial planning
Independently owned dealer group Wealthsure has emerged as the fastest-growing dealer group by adviser numbers in the Money Management 2010 Top 100 Dealer Group survey, w...
Financial planning
Listed premium insurance funding company Centrepoint Alliance has told the market it won’t break even for the six months to 30 June 2010, as a result of costs assoc...
Financial planning
Segmenting client service packages has resulted in clients becoming more engaged in the advice process, according to Zurich Financial Services' national sales manager of ...
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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...