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ADVISERS
Financial planning
Macquarie Wrap has created an online system that helps advisers keep track of their clients' super contributions and helps them avoid breaching their contribution caps....
Financial planning
The Rudd Government has made its reform plans for the financial advice industry public....
Financial planning
Industry calls to develop more transparent fee structures in superannuation are fuelling demand for software companies to provide increased client information from admini...
Financial planning
Advisers need to be more confident about their value propositions for life insurance, according to the chief executive of Tower Australia, Jim Minto....
Financial planning
Mary Ferizis outlines the key legislative changes regarding margin lending, and the impact the changes will have on financial advice....
Financial planning
The latest Investment Trends Planning Software Report has revealed the emergence of a keen focus on planner productivity, with Xplan topping the rankings....
Financial planning
Adviser-owned dealer group Australian Financial Services (AFS) has launched a new unified managed (UMA) service in conjunction with technology company OneVue and superann...
People & Products
To meet the increasing demand from advisers for up-to-date economic briefings, Zurich Investments has appointed Hans Kunnen as a consultant market economist....
Financial planning
Significant numbers of Britain's financial advisory force may exit the industry in coming years as it undergoes reform....
Editorial
It may have taken 10 years, but predictions that the platform market would shrink to a handful of providers have finally come true. Yet Jason Spits discovers that it's no...
Financial planning
PIS has retracted a number of advice authorities as part of a formal review aimed at reducing business risk....
Financial planning
Concerns around high commissions and the general outlook see PIS drop agribusiness managed investment schemes from its APL....
Financial planning
Regulators think that investors should not pay for advice and should be in an index fund, according to chief executive of Franklin Templeton Investments Greg Johnson....
Financial planning
Midwinter Financial Services has released new product replacement software in anticipation of a change from the current 'reasonable basis' test for advice to the implemen...
Financial planning
Macquarie Adviser Services has launched a new adviser website, which the company says is the first stage in the roll out of Macquarie's integrated website for intermediar...
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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...