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Financial planning

Financial services professionals look set for modest boost to salary

With current market conditions to stay put for a long time to come, forward-thinking employers in the banking and financial services industry are going ahead with hiring ...

Life/Risk

Direct life insurance up but credit insurance flat

Overall direct life insurance sales have grown 11.3 per cent in 2011 and in-force annual premiums are up 10.9 per cent despite flat growth in credit-related insurance sal...

Life/Risk

Direct life insurance up but credit insurance flat

Overall direct life insurance sales have grown 11.3 per cent in 2011 and in-force annual premiums are up 10.9 per cent despite flat growth in credit-related insurance sal...

Financial planning

WLM Financial to merge with McGrath Business Advisory

Founder of McGrath Business Advisory Dan McGrath will join WLM Financial ahead of the merger between the two firms....

Financial planning

Initial client meetings can be 'overwhelming'

By engaging with prospective clients prior to the initial meeting, financial advisers can make the planning process much less overwhelming, according to Astute Wealth Adv...

Financial planning

Broadening job description could blur planner responsibilities

The proliferation of professional "hats" an adviser or an accountant has to wear simultaneously when giving advice is going to confuse planners and accountants in the wid...

Financial planning

TRG buys into Evergreen

Treasury Group Limited has purchased a minority stake in Evergreen Capital Partners, furthering a relationship that began in December last year....

Life/Risk

'Churning' should be addressed at the underwriting stage

In order to address the issue of 'churning' in life insurance, the responsibility should fall on the underwriter to determine whether to continue with an insurance policy...

Financial planning

Incoming financial planners can retain every client

With appropriate transition arrangements in place, the purchase of a financial planning practice should see 98 per cent of the client base retained, says Kenyon Partners ...

Superannuation

SMSF strategy changes justified post-Budget

Investors would do well to review their superannuation strategies and maximise their super savings before new laws announced in this year's Federal Budget kick in, accord...

People & Products

Treasury Group appoints distribution director

Amid a restructure of the company's Australian distribution team, Treasury Group (TRG) has appointed Stephen Bramley as director, distribution based in Melbourne....

Tools & guides

Record of Advice (ROA) - why and when to use?

The option of using a record of advice has been available to financial advisers for a number of years. Samantha Hills clears confusion as to why planners would use one, w...

Financial planning

Well-off Gen Y women a good financial advice market

The rise of the younger, more affluent woman may present a golden opportunity for financial advisers looking to diversify their current client base....

Financial planning

Opt-in won't be expensive: Gold Seal

The administration cost of opt-in is likely to be negligible, according to Gold Seal director Claire Wivell Plater....

Superannuation

A guide to the Federal Budget changes to SMSF contributions

One of the headline announcements in the 2012-13 Federal Budget affecting SMSFs was regarding contribution caps. Dan Butler and Nathan Papson explore this announcement, a...