FINANCIAL ADVISER
Financial planning
The number of self-managed superannuation funds (SMSFs) using a RG146-compliant financial adviser has continued to decline, sitting at 52 per cent, according to Investmen...
Financial planning
Bendigo Wealth’s phone-based scaled advice service has doubled from five to 10 wealth consultants in its first three months, with the group looking to expand it to includ...
Life/Risk
Col Fullagar looks at the recent changes to the insurance definition of a heart attack and considers possible impacts on the financial advice process....
Life/Risk
For insurers to survive and thrive they must pursue a program of continuous and customer-led innovation, writes Duncan West....
Superannuation
ASIC signals a push to have SMSF trustees acknowledge the existence of a higher level of risk....
People & Products
The chief executive of ING DIRECT, Don Koch, is to be succeeded by Vaughn Richter, with Koch to take on the role of chief executive of ING Bank Italy....
Life/Risk
Insurers and financial advisers must work together throughout the emotion-charged insurance claims process if they are to truly benefit the client and avoid the the frust...
Financial planning
An increased focus on direct investments, particularly from self-managed super fund (SMSF) clients, has led Instreet Investment to target the acquisition of private clien...
Financial planning
Based on their intentions, actions and results, financial advisers get the new, repeat and referral clients they deserve. David Penglase explains....
Financial planning
Clients respect financial advisers who keep their expectations realistic in the face of market gyrations....
Superannuation
Investors would do well to review their superannuation strategies and maximise their super savings before new laws announced in this year's Federal Budget kick in, accord...
Financial planning
Voice chat software such as Skype allows financial advisers to add more value to the service they offer to A and B clients, according to Zurich Financial Services. ...
Tools & guides
The option of using a record of advice has been available to financial advisers for a number of years. Samantha Hills clears confusion as to why planners would use one, w...
Financial planning
The rise of the younger, more affluent woman may present a golden opportunity for financial advisers looking to diversify their current client base....
Financial planning
Over the past six months, Australian Unity Personal Financial Services has added 26 financial advisers to its business....
Never miss the latest news and developments in wealth management industry
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...