FINANCIAL ADVISER
Financial planning
The administration cost of opt-in is likely to be negligible, according to Gold Seal director Claire Wivell Plater....
Financial planning
Financial advisers need to stop clients churning assets quickly if they want to build their wealth, according to US Vanguard senior investment analyst Don Bennyhoff....
Financial planning
A former senior financial adviser has been convicted and sentenced by the Sydney District Court after ASIC found that he used client funds to fuel a gambling addiction....
Financial planning
There is more to the agribusiness universe than tax-effective managed investment schemes, according to Zenith senior investment partner Dugald Higgins....
Financial planning
Adherence to the FPA's code of conduct should not be difficult and would prevent any financial adviser being penalised by FOS, the Ombudsman has confirmed....
Tools & guides
General awareness among financial planners about issues associated with aged care is one thing, but having a strong knowledge in this area is another, writes IOOF’s Marti...
Financial planning
Macquarie Adviser Service's latest internal survey leaves it feeling satisfied....
Funds management
Each year the Money Management BDM of the Year attracts an outstanding group of candidates, and this year's state winners were no exception....
Funds management
TAL Limited's Nathan Kerr’s understanding of his client base and the undying commitment to the industry that earned him this year’s Money Management BDM of the Year title...
Financial planning
New investment product Macquarie Step has been placed on Macquarie's wrap platform five months after its launch, the group has announced....
Superannuation
Stephen Miller from MLC Technical Services explains how establishing a 13.22C trust can enable SMSF trustees to co-own a residential or business property with a related p...
Financial planning
The Federal Budget has won little applause and much criticism from the financial services industry....
Policy & Regulation
A desire among financial advisers to be seen by their clients as having ultimate control over their portfolios is accelerating a drive towards core and satellite strategy...
Superannuation
An increase in the number of people holding life insurance inside superannuation rather than outside it may mean more people have inadequate cover....
Financial planning
RI Advice Group has rejigged its financial adviser agreements, adopting a 'practise what you preach' mentality when it comes to fee for service....
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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...