FINANCIAL ADVISER
Financial planning
The provision of scaled and limited financial advice, particularly over the phone, will be a key value proposition in attracting both financial advisers and clients to AN...
Financial planning
Financial advisers looking to sell books of lower value clients due to Future of Financial Advice changes should first look at other options such as reducing the cost of ...
Financial planning
ClearView Wealth has announced the launch of a private label wrap platform for superannuation, retirement income and investor-directed portfolio service (IDPS) accounts....
Superannuation
While Industry Super Network has made considerable gains against the financial planning industry in its campaign against commissions there remains increasing concerns abo...
Financial planning
If Industry Super Network has ended 2011 as the industry's big winner, it came at the expense of the financial planning industry....
Financial planning
The degree to which Australian financial planners are looking for more optimistic signals amid the current torrent of bad news has been revealed in new research released ...
Financial planning
As debate heats up over the Australian Securities and Investments Commission's (ASIC's) proposed educational guidelines for financial advisers, training providers argue t...
Editorial
Col Fullagar looks at the issue of surveillance during claims management and the financial adviser’s role in making sure the client is treated fairly. Is surveillance an ...
Editorial
How do you keep financial planning clients engaged for the long-term in an age of instant gratification and continuing market volatility? The answer may lie in the client...
Policy & Regulation
The Financial Ombudsman Service has told the Parliamentary Joint Committee that the FOFA bills may need to be amended to prevent clients of financial advisers being unwit...
People & Products
Zurich Financial Services Australia has appointed Stuart Meyers to the role of NSW regional sales manager, life risk....
Financial planning
Research and ratings house van Eyk has gone digital with the launch of a new iPad app, The van Eyk View - a monthly version of van Eyk's long-running client newsletter....
Policy & Regulation
The Industry Super Network (ISN) has urged the Parliamentary Joint Committee to leave FOFA intact and lamented Government concessions on risk in superannuation and annual...
Policy & Regulation
Professional Investment Services (PIS) warns that Shorten's approach of introducing FOFA in tranches has inherent dangers....
Superannuation
Nicholas Ali outlines the importance of lodging the correct Australian Taxation Office (ATO) form before commencing a pension. ...
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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...