FINANCIAL ADVISER

Financial planning

Investec Australia rolls out lending offering to independent financial advisers....

Funds management

Local ETF market set to pass $10 billion mark....

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...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

5 days 14 hours ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 5 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

2 weeks 3 days ago
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