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Financial planning
The term 'churning', which is being used to describe a legitimate practice, defames advisers while it whitewashes the role of life companies, according to Synchron direct...
Financial planning
Financial planners are increasingly recommending passive investments to their clients, but there is debate about the reasons behind the move away from active strategies....
Superannuation
First State Super has denied reports death and disability insurance arrangements were inappropriate or uncompetitive....
Financial planning
Technology is cutting the time taken to produce single issue SOAs from hours to just minutes, according to Provisio Technologies....
Superannuation
New allegations surrounding an industry superannuation fund seem likely to generate calls for further regulatory scrutiny....
Top 100
A customer-first philosophy during product development has contributed to AIA Australia’s win in the Business Overhead Product category of Money Management's 2011 Adviser...
Editorial
Recent market events have put an emphasis on the value of gold, leaving investors curious to know whether investing in this commodity would be a good decision. Dominic Mc...
Superannuation
SMSF trustees have been finding property investment increasingly appealing in recent months. Dan Butler and Nathan Papson list a number of practical considerations which ...
People & Products
Financial planning group Omniwealth has appointed a new director, Matthew Kidd, as part of the firm's plan to drive business growth and diversification. ...
Financial planning
Many clients are currently seeking safer asset classes to protect their wealth from further market downturns. Tamara Radice examines ways in which bond portfolios can del...
Editorial
Many clients are currently seeking safer asset classes to protect their wealth from further market downturns. Tamara Radice examines ways in which bond portfolios can del...
Editorial
Many clients are currently seeking safer asset classes to protect their wealth from further market downturns. Tamara Radice examines ways in which bond portfolios can del...
Financial planning
Despite moves in the industry to remove perceived conflicts of interest, questions still remain about 'buyer of last resort' (BOLR) contracts between dealer groups and th...
People & Products
Australian Financial Services Group Limited (AFS Group) has announced the appointment of Meaghan Unsworth to the newly created role of head of strategic development....
Rate the raters
Claims by the financial planning industry that all industry participants, including research providers, should be liable for some client losses has been met with a mixed ...
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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...