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FINANCIAL ADVISER
Life/Risk
Around half of Australian adults are more likely to use the internet rather than visit a financial adviser or broker when researching or changing a financial product. ...
Financial planning
Advisers should be fine-tuning their social media strategy to introduce their offerings to new prospective clients and answer basic questions, a financial planner believe...
Funds management
Despite interest rates remaining at historic lows, AMP Capital says there are five alternatives to cash and term deposits that may provide investors with growth opportuni...
Life/Risk
Financial advisers still face some high hurdles in trying to match clients’ risk insurance needs with solutions but there are ways of overcoming these challenges, writes ...
Financial planning
The growth in Westpac-aligned planner numbers was one of the major reasons the bank’s wealth management division performed particularly well in the last year. ...
Financial planning
Investors belonging to particular age groups are more satisfied with their financial planners than others....
Financial planning
FOS has been characterised by inconsistency, with the resolution and management of complaints dependent on the individual case manager, the FSC says. ...
Superannuation
In an effort to better inform trustees as well as its adviser clients, Wealthtrac has launched a mobile app that is designed to deliver news and information to anyone int...
Life/Risk
Col Fullagar delves into the pros and cons of winding up an income protection policy and taking a commuted benefit, and what the process of commutation involves. ...
Superannuation
SPAA says lower concessional contribution caps have driven investors to opt for negative gearing outside of super....
Superannuation
SPAA claims the level of exposure of SMSFs to residential property is being over-stated. ...
Superannuation
As SMSF regulatory reform puts the spotlight on the relationship between accountants and financial advisers, David Clatworthy looks at how the relationship may evolve in ...
Financial planning
Trustworthiness and relevant qualifications are clients’ top considerations when choosing a financial adviser, according to a survey conducted by a global financial plann...
Top 100
ClearView has picked up gold for its LifeSolutions Business Expense in the 2013 Money Management/DEXX&R Business Overhead product category. ...
Life/Risk
When clients are paid less than they expect, they tend to be as unforgiving as the sands of the Serbonian bog on those unwittingly caught in them – financial advisers – w...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...