FINANCIAL ADVISER
Financial planning
Social media such as Facebook, Twitter and LinkedIn are more about marketing the services of financial planners than about advice delivery....
Life/Risk
Different policy proposals are being suggested by the insurance industry to combat churn, but they have not been universally accepted. Who should be responsible for effor...
Editorial
Dominic McCormick explains why passive funds are not a low risk portfolio approach....
Life/Risk
The risk insurance industry has defied all odds and continued to experience strong growth amid economic uncertainty. However, that is not to say the sector has managed to...
Financial planning
Paragem Dealer Services will change its name to Pathway Licensee Services as part of the integration of the business with its new parent company, netwealth Group....
Superannuation
Aaron Dunn provides five SMSF suggestions that could be used to attract new business in 2012....
Financial planning
Paragem Dealer Services will change its name to Pathway Licensee Services as part of the integration of the business with its new parent company, netwealth Group....
Funds management
Asteron Life has invested $10 million in new technology, which the company claimed would bring more back-office efficiencies for its financial adviser base....
Editorial
Col Fullagar examines the topic of pre-existing exclusion clauses in risk insurance policies....
Financial planning
Asteron Life has released what it describes as a more comprehensive life insurance package for the independent financial adviser sector....
Policy & Regulation
Regulatory uncertainty is causing the financial planning industry to contract and dissuading young graduates from taking up the profession, according to FSC chief John Br...
Superannuation
The use of separately managed accounts (SMAs) and managed discretionary accounts (MDAs) can improve SMSF reporting as well as the investment process, according to Multipo...
Financial planning
As more and more financial advisers turn to technology to enhance their business operations, a new mobile communication platform is helping to improve dealer group busine...
Financial planning
AMP has reported a profit decline but believes its merger with AXA is on track to deliver efficiencies....
Financial planning
An easing-off of term deposit rates, reduced redemption pressure and a shift to fixed-term redemptions only could make 2012 an improved year for the battered mortgage fun...
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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...