FINANCIAL ADVISER
Editorial
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 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...
Financial planning
ASIC has permanently banned a former Commonwealth Financial Planning adviser after he was found to have forged the signatures of four of his clients....
Financial planning
A former Commonwealth Financial Planning adviser has been permanently banned by ASIC after it was found he had forged the signatures of four of his clients....
Superannuation
The tendency of independent SMSF clients to treat their financial planner as a consultant rather than a trusted adviser and only seek advice about some issues could cause...
Editorial
From his conversations with financial advisers, TAL Limited’s Jim Minto has identified three game-changing topics....
Financial planning
Paul Derham and Sonnie Bailey share a few mistakes they’ve seen financial planners make over the years and outline tips for saving time and money....
Financial planning
A new survey has revealed Asia/Pacific wealth managers are more optimistic about the outlook for 2012 and a soft landing in China....
Financial planning
Following his conviction in the Magistrates Court of Victoria, the ASIC has permanently banned financial adviser Christos Papaioannou from providing financial services....
Superannuation
David Court delves into the reasons why SMSFs are financial products, and the licensing implications that flow from having that status. A later article will examine the d...
Financial planning
Despite the largest institutions holding almost half the market share, the financial planning industry remains highly competitive, according to a report published by IBIS...
Life/Risk
With life insurance being placed in the ‘too-hard’ basket for many Australians, the industry has developed simple and convenient methods to take out cover. However, as Ti...
Life/Risk
Industry discussion in relation to what constitutes 'churning' in life insurance needs to be replaced with a debate on a sustainable remuneration model for switching poli...
People & Products
In an effort to boost its consultancy services for trustees, financial advisers and accountants, Multiport has appointed Marjon Muizer as a technical services consultant....
Editorial
Despite its relatively small size, solid growth in recent years has made the exchange-traded fund (ETF) space the envy of managed funds and some of the other sectors. Fre...
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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...