FINANCIAL ADVISER
Financial planning
SMSF trustees find it "very challenging" to find good professional advice, and nearly half of them believe financial planners are out to sell products to benefit themselv...
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...
Financial planning
Scaled financial advice is a promising offering receiving a big push from the Government and industry regulators. However, lingering uncertainties are preventing the serv...
Funds management
The Bank of Melbourne is offering a wealth management review to its general banking clients...
Editorial
Although the process involving the upcoming FOFA reforms commenced a few years ago, the reforms package still looks like an unsolved jigsaw puzzle, writes Pam Roberts....
Editorial
The financial services industry is slowly losing its recruitment drive as economic and regulatory uncertainties linger. However, while some find it difficult to grow, oth...
Financial planning
MLC claims it is trying to improve strategic leadership skills among its financial adviser base by organising a study trip to the United States. ...
Financial planning
The Financial Planning Association (FPA) and Association of Financial Advisers (AFA) question the validity of research commissioned by a party with a vested interest....
Superannuation
Superannuation funds are largely unprepared for the onset of the Stronger Super regime, which could see some funds lose over 10 per cent of their members, according to an...
Financial planning
The Financial Planning Association (FPA) and Association of Financial Advisers (AFA) question the validity of research commissioned by a party with a vested interest....
Financial planning
Risk-focused financial advisers remain optimistic about the outlook for themselves and their practices despite the changes facing the industry, according to a Zurich Fina...
Financial planning
Perpetual has announced the appointment of Kyle Lidbury as general manager research and operations for its newly-structured retail distribution function....
Editorial
Three years have passed since the start of initial talks about the FOFA changes. The debate rolls on, but the financial services industry has received little clarity and ...
Editorial
With constant talk of doom and gloom and not much emphasis on investor education, financial planners find it difficult to articulate the value of going back into the inve...
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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...