financial adviser

Financial planning

ASIC takes action against two former financial advisers

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

Agribusiness: missing the wood for the trees

There is more to the agribusiness universe than tax-effective managed investment schemes, according to Zenith senior investment partner Dugald Higgins....

Financial planning

Code of conduct adherence is a safeguard: FOS

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

Meeting aged care needs in a changing world

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 Services satisfied with cash solutions

Macquarie Adviser Service's latest internal survey leaves it feeling satisfied....

Funds management

Money Management's BDM of the Year - State Winners

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's Nathan Kerr named Money Management's BDM of the Year

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

Macquarie adds Step to its wrap

New investment product Macquarie Step has been placed on Macquarie's wrap platform five months after its launch, the group has announced....

Superannuation

SMSFs and 13.22C trusts - an alternative approach to co-owning property

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

Industry critical of Federal Budget

The Federal Budget has won little applause and much criticism from the financial services industry....

Policy & Regulation

FOFA forces financial adviser behaviour change

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

Increased superannuation life insurance jeopardises coverage

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 unveils new financial adviser agreements

RI Advice Group has rejigged its financial adviser agreements, adopting a 'practise what you preach' mentality when it comes to fee for service....

Editorial

Do platforms need a revolution?

Platforms have been around for 25 years, but there seems to be a feeling among some industry players that it’s time for a fundamental rethink about the sector, writes Luc...

Funds management

Macquarie, Colonial First State take platform honours

Macquarie Wrap has gone back-to-back in being rated first in the annual Wealth Insights Platform Service Level Reporting Rankings, with Colonial FirstChoice again rated s...