FINANCIAL ADVISER
Funds management
Advised investors are more bullish in investing offshore and hold more stable views towards global investment compared to non-advised investors, an Investment Trends repo...
Funds management
ETF investments have shot up 50 per cent in the last year, but the bulk of the traffic is still not driven by advisers, a report shows....
Editorial
PIS parent Centrepoint Alliance has reported an increase in pre-tax profit but was hit by declining numbers and ongoing claims against advisers....
Financial planning
Despite financial planning being the most valued service offered by a super fund, only a small percentage of members use it....
Financial planning
New online advice platform offers full financial plans for as little as $199....
Superannuation
Generation Y are disengaged with their super and planning advice and rely on employers and families for investment advice. ...
Financial planning
Watering down financial advice laws could expose consumers and regulators to another Storm Financial-type crisis, ISA says. ...
Editorial
As we enter the post-global financial crisis era, investor confidence is returning and interest rates are staying at record lows. But has the lustre worn off term deposit...
Life/Risk
Younger generations are more likely to engage with their financial adviser and buy insurance, according to TAL’s new survey. ...
Superannuation
Self-managed superannuation firm Exelsuper has cemented its move into the planning space with the acquisition of Oxford Financial Services. ...
Financial planning
DomaCom to be placed on Lonsec platform...
Financial planning
MLC’s Keiran McIlwain outlines why and how greater estate planning expertise is critical for today’s financial advisers. ...
Funds management
Listed managed fund trading service to be operational in first half of this year....
Financial planning
Australians would rather listen to media commentators and experts than their own financial adviser, according to a Goldman Sachs survey....
Financial planning
Trio-linked adviser Ross Tarrant has appealed his seven-year ban from the industry, also criticising Labor MP Steve Jones for political point-scoring over the issue....
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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...