FINANCIAL ADVISER
Financial planning
IOOF has reduced the investment fee of the IOOF Multi Series Balanced Trust by 10 basis points to 0.55 per cent, and increased the trust's exposure to active management....
Financial planning
IOOF has reduced the investment fee of the IOOF Multi Series Balanced Trust by 10 basis points to 0.55 per cent, and increased the trust's exposure to active management....
Financial planning
The Australian Securities and Investments Commission accepted enforceable undertakings from three former Storm Financial advisers in the week before Christmas....
Policy & Regulation
The Law Council of Australia has warned that the Government's FOFA changes risk going further than is necessary to achieve their core outcomes....
Financial planning
Matrix dismisses the $11 estimate on financial planner opt-in as ridiculous and cites a figure of $95 per client per year....
Financial planning
ASIC has accepted an enforceable undertaking from a Commonwealth Financial Planning financial adviser that sees him banned from financial services for two years for faili...
Financial planning
New research reveals growing numbers of financial planners willing to recommend industry super funds, while NAB/MLC emerge as top brand....
Policy & Regulation
The FPA has warned the Parliamentary Joint Committee the FOFA bills, as drafted, will fail to meet the objectives of better and more accessible financial advice....
Policy & Regulation
NAB/MLC have warned that FOFA fee disclosure proposals will add millions to the financial advice process....
People & Products
BetaShares Capital has appointed Vinnie Wadhera as director, portfolio and national account sales....
Financial planning
With widespread industry concern surrounding the proposed changes, all eyes remain firmly locked on the progress of the FOFA reforms as we move into 2012 and ever-closer ...
Financial planning
Having completed a rebranding and a strategic repositioning, Guardian Advice enters 2012 with an ambitious plan to expand its financial adviser base over the next three y...
Superannuation
Colonial First State's radical revamp of its FirstChoice platform had the ambitious goal of putting an end to the "fruitless debate" surrounding the fees charged by indus...
Financial planning
Omniwealth has launched a new dealer group website aimed at promoting its best of breed services to its independent financial adviser network....
Financial planning
Macquarie Life has launched a new online service, WebConnect, aimed at helping financial advisers, insurance brokers and their clients....
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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...