FINANCIAL ADVISER
Financial planning
An increasing number of financial planners want to take a more active role in estate planning for their clients. Here’s what they should do, writes Anna Hacker. ...
Editorial
Dealer groups are not the only financial services companies being forced to adapt to the new FOFA environment, with Instreet Investment’s George Lucas explaining that fun...
Superannuation
MySuper licences could be cancelled if super fund trustees breach guidance on giving and collectively charging for intrafund advice, ASIC has warned....
Life/Risk
Younger Australians are more likely to say they have life insurance than those nearing retirement, according to new research conducted by TAL. ...
Financial planning
The major industry bodies have welcomed the introduction of legislation into Parliament that will enshrine the terms ‘financial planner’ and ‘financial adviser’ in law....
Financial planning
The Government has tabled legislation in Parliament that will define in law the terms ‘financial planner’ and ‘financial adviser’....
Editorial
The last year has not been kind to the Australian margin lending market, with further declines in the number of active investors. But a potential rally in the equities ma...
Financial planning
Financial advisers can add value to their clients’ and their own businesses by capitalising on doing the things humans do best – and automating or eliminating the rest, s...
Financial planning
Should ‘financial planner’ and ‘financial adviser’ be synonymous in the eyes of law?...
Superannuation
AMP’s decision to tap into the SMSF space created quite a buzz in the industry. Paul Sainsbury explains the decision was only logical, outlining a few factors financial p...
Financial planning
The Australian Securities and Investments Commission (ASIC) has obtained interim court orders against Sydney financial adviser Gabriel Nakhl....
Financial planning
Software developers have moved to “unprecedented” levels of disclosure regarding every part of financial planners’ daily advice activities, according to new research by I...
People & Products
Shaun Thomas has joined Australian Unity Investments (AUI) as business development manager for New South Wales and ACT....
Financial planning
With fee disclosure requirements for financial advisers just around the corner, Adviser Logic managing director Gundeep Sidhu says that he is still seeking clarity from d...
Financial planning
While the ultimate shape of FOFA might depend on who wins the next Federal election, financial planners will have a busy year ahead nevertheless, writes the FPA’s Dante D...
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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...