FINANCIAL ADVISER
Editorial
Australian investors seem certain to close out the year with their allocations set to conservative and with half an eye on a struggling Europe, but as Mike Taylor reports...
Financial planning
Young investors, those who have only used a financial adviser for a short time and those with minimal investments are the most dissatisfied when it comes to financial adv...
Financial planning
The Institute of Public Accountants (IPA) has announced a partnership with AXA and MLC to provide its 22,000 members with a comprehensive financial services package....
Financial planning
With both tranches of the Future of Financial Advice draft legislation now released, participants in a Money Management roundtable discuss the good, the bad and the ugly ...
Financial planning
A former Sydney-based financial adviser yesterday faced a Sydney court charged with fraud following an ASIC investigation....
Financial planning
Instreet Investment is developing a portfolio stress test service to help financial advisers check the investment risk in client portfolios....
Financial planning
A new focus on financial adviser distribution is paying off for ING Direct with its products now recommended by 2,400 advisers in 245 dealer groups....
Financial planning
Paragem has sold its dealer services business, Paragem Dealer Services, to privately owned platform provider netwealth following an approach by the firm....
Superannuation
Following the launch of its gearing package in May of this year, self-managed super fund (SMSF) administrator Multiport has announced further enhancements to the service,...
Editorial
Investor sentiment is still low and financial advisers are blamed for losses. Advisers will face a difficult period in the next 12 months, but will be presented with a ra...
Editorial
When clients fail to do their bit in the client-adviser relationship, financial planners are often blamed for unfavourable outcomes. Col Fullagar proposes a way to avoid ...
Financial planning
Earlier this year, ASIC promised to direct most of its efforts to scrutinising areas such as advice related to structured products. Janine Mace examines the implications ...
Financial planning
Neither financial advisers nor investors have been particularly interested in structured products over the past few years and the sector has significantly shrunk since th...
Financial planning
NAB has reported a strong full-year result, but while increasing financial planner numbers, MLC and NAB Wealth have continued to struggle....
Financial planning
Commonwealth Financial Planning has offered an enforceable undertaking to ASIC as it seeks to strengthen its risk management framework following indiscretions from a "sma...
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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...