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Financial planning
I read with some interest the letter that Marj Russell wrote about licensing advisers....
Financial planning
Prominent financial adviser Anthony Starkins has called for the outlawing of commissions because they contravene the fiduciary relationship between advisers and clients....
Financial planning
The amount of conferences and seminars run each year can create a huge demand on advisers. Jason Spits asks if the benefits are worth the effort....
Financial planning
Nearly four out of five financial planners feel confident enough about using the Internet to perform online transactions for their clients, according to a Colonial First ...
Superannuation
The growth in self managed superannuation has grown in recent months as the result of changes in legislation. Ben Smythe investigates what advisers should be telling clie...
Financial planning
Fees or Commissions – is that the real debate Two things worry me about the fees vs commissions debate. Firstly are we only considering it from our own perspective – hav...
Financial planning
Since the appointment of Winchcombe Carson’s first managing director four months ago, the Melbourne financial planning group has undergone a big shake-up....
Financial planning
AXA’s Tasmanian dealership services manager Kate Stephenson has left the group to join Deloitte Financial Services....
Financial planning
Since this time last year, four dealer groups have split off from some of Australia’s most well known financial planning outfits. Jason Spits investigates the reasons beh...
Financial planning
Being an adviser is a tough job these days. Not only are advisers responsible for helping their clients to increase their wealth, they also need to focus on the value in ...
Financial planning
Australia’s financial advice industry is underpinned by licensing arrangements enforced and administered by the ever shrinking resources of our investment watchdog. Tom C...
Financial planning
Only one in 50 financial planners does not use the Internet for their business, according to a recent survey....
Financial planning
Consumer demand for quality financial advice will outstrip supply within five years, according to Zurich national manager, business development, Bob Ossey. ...
Financial planning
Helping to build a fund manager only to see it sold to a third party was one of the reasons why the Matrix Financial Group was formed in June last year....
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...