FINANCIAL ADVISER
Financial planning
Acquisitions of platform providers should include more financial adviser consultation where white labelling is involved, according to the Association of Independently Own...
Financial planning
Perpetual has announced the appointment of Kyle Lidbury as general manager research and operations for its newly-structured retail distribution function....
Financial planning
Scaled financial advice will be the driving force for member engagement in 2012, writes Jye Tucker....
Editorial
Many definitions within life insurance have been subject to drastic changes as time rolled past. However, Col Fullagar notes income-protection cover definition is one of ...
Policy & Regulation
ASFA has pointed to "material differences" between what the Government has promised on FOFA and what is contained in its draft legislation....
Financial planning
Provisio has forecast that the demand for online financial advice technologies is set to surge as the industry grapples with ways to lower the cost of delivering advice i...
Financial planning
Financial planning dealer groups will need to deliver greater value for money in their product and service offerings in order to stay competitive in a new legislative env...
Financial planning
Financial planning dealer groups will need to deliver greater value for money in their product and service offerings in order to stay competitive in a new legislative env...
Financial planning
Bryan Ashenden tries to find a resemblance between the changes FOFA will bring to the financial advice industry and Charles Darwin’s Theory of Evolution....
Financial planning
William Buck points to value of accountants and financial planners in estate planning process....
Financial planning
The Corporate Superannuation Specialists Association has cited research backing its concerns around the provision of financial advice in MySuper funds....
Policy & Regulation
Amendments are needed to the Government's Future of Financial Advice (FOFA) legislation to enable financial advisers to appropriately deliver scaled advice, according to ...
Policy & Regulation
Professional Investment Services has warned of PI inconsistencies in the FOFA legislation best interests provisions....
Financial planning
An average UK consumer is willing to pay no more than AUD$230 for financial advice, according to a survey carried out by CoreData in the UK....
Policy & Regulation
FOFA reforms will dent the growth of the personal superannuation and allocated pension markets, but the self-managed, industry super fund and employer sponsored sectors w...
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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...