FINANCIAL ADVISER
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...
Rate the raters
If a product receives a glowing review by a research house and subsequently fails, should the research house be partly responsible? The Parliamentary Joint Committee rece...
Financial planning
Video blogging can be a great marketing vehicle for financial advisers to showcase their knowledge, but the key is to stay timely with existing and potential clients. ...
Editorial
While a recent Money Management/Association of Financial Advisers thought leadership breakfast traversed the manner in which FOFA has accelerated the penetration of techn...
Financial planning
A former WealthSure financial adviser has pleaded guilty to 22 criminal charges including falsifying client withdrawal requests....
Superannuation
The growth of the self-managed superannuation funds (SMSF) sector could be damaged by the failure of fund members to properly manage the funds and their holdings, accordi...
Financial planning
Thanks to the best interests duty financial advisers now have a better chance then ever to identify quality licensees, writes Anne Fuchs. ...
Superannuation
Concerns have been expressed that badly-run SMSFs may yet impose costs on Federal Budget. ...
Financial planning
Former Lionsgate representative permanently banned....
Superannuation
Pengana CEO Russell Pillemer has reinforced the need to examine inherent risk in investment portfolios as Australia's baby boomers approach retirement....
Financial planning
When it comes to servicing Australia’s ageing and increasingly wealthy population, many advisers overlook the opportunities that exist in philanthropy. Lawyer Vincent Ho...
Financial planning
Association of Financial Advisers (AFA) chief executive officer Brad Fox has called for a new life insurance awareness campaign after a white paper revealed a huge gap be...
Financial planning
There are divergent views, but Barry Lambert believes licensing may mean planners will have to figure out how to stop accountants from taking their clients....
Financial planning
Adviser cops life ban for insurance applications in names of non-existent people ...
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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...