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Financial planning
After 12 months of inertia, many planners are finally making some tough decisions about the way they run their businesses, says My Dealer Group principal Anne Fuchs....
People & Products
IOOF has appointed Mick Farrell to the newly created position of group general manager, dealerships....
Financial planning
With fee disclosure requirements for financial advisers just around the corner, Adviser Logic managing director Gundeep Sidhu says that he is still seeking clarity from d...
Editorial
Mike Taylor writes that FOFA is already beginning to change the shape and texture of the financial planning industry – something likely to be reflected in a rash of annou...
Life/Risk
Improving consumer demand and sales volumes have bolstered life/risk adviser sentiment, according to the latest Zurich index....
Financial planning
The news that ANZ licensee RI Advice plans to voluntarily disclose commissions in its annual fee disclosure statements has put the spotlight on other dealer groups' plans...
Superannuation
SPAA argues against codes based purely on obviating opt-in or being approved for licensees or dealer groups....
Financial planning
Changes to the distribution landscape and demand for products and services specifically targeted at risk specialists were the main drivers behind the launch of TAL's new ...
Financial planning
TAL Australia has announced the launch of Affinia, a new risk-specialist dealer group....
Editorial
Magellan Financial Group has reported net inflows of $282.8 million over the month to 31 October, growing its funds under management to $4.85 billion....
Superannuation
An India-based company is looking to capitalise on the rapid growth in self-managed superannuation funds (SMSFs) in Australia by providing an outsourced administration se...
Financial planning
Advisers are returning to the relationship model to deal with the changes evolving out of FOFA....
Financial planning
ING Direct has announced changes to its distribution model which will see the bank's financial advice and broking divisions merge....
Financial planning
Paraplanners usually provide the technical investment knowledge in boutique practices and tend to construct plans from "start to finish", according to Hays banking direct...
Editorial
The Australian Securities and Investments Commission has outlined the draft ground rules on conflicted remuneration and, as Mike Taylor writes, there are inevitable impac...
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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?...