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ADVISERS
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 ...
Financial planning
Wealthtrac has added a share trading facility to its platform service that provides six selected panel brokers, which the company says will provide advisers with greater ...
Financial planning
Continuing volatility is one of the only things going against the top dealer groups at the moment. But they have proved resilient, and nothing is holding them back from i...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...