DISCLOSURE
Financial planning
The Joint Parliamentary Committee inquiry into commissions on risk products has veered away from recommending mandatory disclosure rules for risk advisers, warning that t...
Financial planning
For many, the build up to the Financial Services Reform Act (FSRA) March deadline bears a striking similarity to all the hype that preceeded Y2K....
Financial planning
Does agribusiness really have a place in a client’s portfolio? Deirdre Keown reports....
Financial planning
Last week a senate committee released its recommendations on retirement income and as Freya Purnell writes politicians remain divided on the issue despite widespread indu...
Editorial
Difficult investment markets inspire the search for simplistic solutions. Dominic McCormick says it’s time for a more sophisticated approach....
Editorial
The poor performance of some traditional asset classes is fuelling investor appetite for hedge funds. Craig Phillips asks whether this interest is part of a long-term phe...
Financial planning
The Australian Council of Trade Unions (ACTU) has made a pitch to fund managers and asset consultants that it still regards superannuation as an integral part of its appr...
Financial planning
AMP has had the 10 Australian Financial Services Licences it applied for last month to the Australian Securities and Investment Commission (ASIC) granted by the peak regu...
Financial planning
Victorian-based adviser Bernie Toohey has been named the inaugural ‘Zurich Adviser of the Year’, by the Association of Financial Advisers (AFA) and Zurich Financial Servi...
Financial planning
The Financial Planning Association (FPA) has rolled out a series of business tools targetting specific areas including the terms of engagement between advisers and client...
Financial planning
Disadvantaged investors are not bound by yesterday’s undertaking to industry regulators by the National Australia Bank to pay $67.2 million in compensation following prod...
Financial planning
The Australian Securities and Investment Commission (ASIC) today released its anticipated draft guidelines in relation to the product disclosure statements (PDSs) of soci...
Financial planning
Is there any way to accurately measure adviser quality, asks Robert Keavney....
Life/Risk
Discussing risk insurance with clients is becoming a must do, but as Michael Richardson points out, many advisers are new to writing risk insurance and could face problem...
Financial planning
The Association of Financial Advisers (AFA) has reacted to industry criticism of the findings of the Joint Parliamentary Committee on Corporations and Financial Services ...
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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...