FINANCIAL ADVISER
Financial planning
There is only a week left to nominate Money Management's Financial Planner of the Year (FPOTY) for 2012 as the nominations close on Thursday, 11 October....
Tools & guides
Finametrica founder Paul Resnik argues that risk profiling tools are all very well, but it is a financial adviser's ability to use those tools that really matters....
Financial planning
Improvements to advice delivery solutions may assist financial advisers in running a smoother business, but it can also pull them away from their core proposition of prov...
Top 100
OnePath's Trauma Premier cover has taken out this year’s Money Management/Dexx&r Adviser Choice Risk Award for trauma products....
Top 100
OnePath has remained at the top of the insurance game over the past 12 months and has again been named Money Management/Dexx&r's Risk Company of the Year....
Financial planning
A former WealthSure financial adviser has appeared in court facing 22 fraud charges brought by the Australian Securities and Investments Commission....
Superannuation
Where an SMSF has bought property, the break-up of assets may be problematic during a divorce, explains Michael Hallinan....
Financial planning
The Australian Securities and Investments Commission (ASIC) has alleged in court that a South Australian adviser misappropriated $3.1 million in client funds....
Financial planning
Independent superannuation and investment platform provider Wealthtrac has announced a new pricing model aimed at attracting financial adviser interest....
Policy & Regulation
The ATO has been urged to treat the provision of advice within super equally across types of funds....
Financial planning
Sonnie Bailey explores some of the sources of regulation which extend beyond what financial planners may think of as ‘regulation’, in the narrow sense of the term....
Life/Risk
Allen Iu writes that the communication evolution is changing the way the life insurance industry connects with customers – and could help us solve the underinsurance prob...
Financial planning
John Hewison believes the financial planning industry cannot move much forward until the link between product and advice is broken....
Financial planning
The Financial Planning Association has upgraded its consumer-facing website in a move it says is designed to help Australians make informed financial decisions....
Financial planning
The Australian Securities and Investments Commission has banned an authorised representative of WealthSure from providing financial services for five years....
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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...