FINANCIAL ADVISER
Funds management
With more and more investors wanting access to property investment advice, the expertise required is often beyond the scope of most financial advisers....
Financial planning
The financial adviser of tomorrow will become increasingly adaptable, technologically focused and specialised, according to the Association of Financial Advisers vice pre...
Financial planning
Financial planning roles have increased 17 per cent year-on-year, showing stronger demand for financial planning staff as firms continue to recover from the GFC....
Superannuation
A certificate of advice from a financial adviser or accountant has been identified as a potential major sticking point for clients looking to borrow to invest in a proper...
Editorial
New research confirms consumers who use financial planners are generally happy with the service they receive but, as Mike Taylor reports, it also points to how many clien...
Superannuation
A certificate of advice from a financial adviser or accountant has been identified as a potential major sticking point to clients looking to borrow to invest in a propert...
Superannuation
A company linked to SuperRatings has claimed up to 50 per cent of people using a planner want new advice....
Editorial
Andrew Bailo takes a look at the issues arising from the Future of Financial Advice reforms, and concludes that the harmful changes outweigh the beneficial ones....
Financial planning
Financial advisers have a more bullish outlook for investment markets in the new financial year compared to their clients, according to a Count Financial survey....
Financial planning
Across an average planner's client base, there is about $3.2 million sitting in cash that would have otherwise been invested in growth assets, but hasn’t been due to mark...
Superannuation
LGsuper has appointed Decimal to help provide an online scaled advice solution for the fund....
Financial planning
FOS backs actions of planner after client accountant's tax-related strategy ends in complaint....
Financial planning
A Perth-based financial adviser has been permanently banned from the industry after engaging in fraudulent and misleading activities, according to the Australian Securiti...
Financial planning
Bendigo Wealth is looking to add superannuation to its low-cost Trinity3 platform, as well as launching an income fund and an index fund....
Tools & guides
What does ';best interests' advice mean for financial advisers? Pam Roberts reports....
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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...