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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...
Financial planning
Professional Investment Services (PIS) is seeking to buy its advisers' shares in subsidiary funds management business Ventura Investment Management in an effort to remove...
Editorial
Financial planners and dealer groups should take advantage of uncertain economic times and show leadership, writes Todd Kardas....
Editorial
Financial Services is fraught with conflicts of interest, says Robert Keavney. But the regulatory focus on these problems means that financial planning has a bright futur...
Financial planning
Fewer high-net-worth investors are using financial advisers, according to research conducted by CoreData....
Funds management
Exchange-traded funds (ETFs) have increased in popularity over the past 12 months following a dramatic shift in the investment landscape, according to Australian Index In...
Financial planning
More financial advisers are looking to add value to their clients through bespoke services and products, as well as access to direct equities....
Financial planning
Advisers have found in recent years that when it comes to legal matters, the buck stops with them. But are dealer groups being held accountable for their role?...
Financial planning
Investment banks and other advisers who participate in capital raisings and mergers and acquisitions will face tough new standards this year, with ASIC acknowledging freq...
Financial planning
AMP’s annual adviser conference in Melbourne this week will focus its advisers on life in a post-commissions environment....
Financial planning
The chairman of the Ripoll Inquiry, Bernie Ripoll, has indicated volume rebates paid from product manufacturers to dealer groups are encompassed in the recommendations ma...
Financial planning
There need to be more restrictions placed on the types of products and strategies planners can advise on based on their level of accreditation: Grahame Evans....
Life/Risk
Asteron's Lifeguard risk product range is the most recent addition to IRESS' real-time insurance premium validation service....
Editorial
The reaction to my move from a generalist technical role to one specialising in risk advice and adviser business growth was seen by some colleagues and advisers as a move...
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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...