FINANCIAL ADVISER
Editorial
Dominic McCormick explains why investors and financial advisers need to look at the here and now when it comes to currency management in investment portfolios - especiall...
Life/Risk
With underinsurance continuing to be a problem in Australia, a panel of advisers has agreed the onus is on the industry to address the problem from within, rather than re...
Financial planning
New research confirms that those who have used an adviser trust them and respect their outcomes....
Financial planning
The Association of Financial Advisers annual conference has been told planners should be careful not to disgard C and D clients....
Financial planning
The Encore Group is developing a desktop solution that aims to assist financial advisers transitioning to fee-for-service who are concerned about having the ‘value ...
Financial planning
Buyers of financial planning practices remain cautious of businesses that have had exposure to failed investment schemes, according to Centurion Market Makers....
Financial planning
The Industry Super Network has called for the ‘effective’ implementation of the Future of Financial Advice reforms if consumers are to be protected from commi...
Financial planning
Tower has made an acquisition bid for 100 per cent of the shares in Fidelity Life Assurance Company....
Financial planning
Estate planning has always been the missing piece in the financial advice puzzle. According to popular belief, financial planners have always struggled over where to plac...
Financial planning
MLC has expanded its technical team and built up support services for financial advisers, with the appointment of Gemma Dale, Peter Hogan and Martin Breckon to the team....
Financial planning
Macquarie Group’s financial planning software provider Coin has acquired the remaining 50 per cent stake in Outplan....
Editorial
Fiducian's Merton Miles explains the main principles financial planners must adhere to if they are to meet the needs of their clients....
Financial planning
A national advertising campaign to be run by AXA Asia Pacific over the next fortnight seeks to make a silver lining out of the ACCC’s blocking of its proposed marri...
Financial planning
Industry funds push virtue of intra-fund advice over “limousine service” full advice model....
Financial planning
The Rule of Law Institute of Australia has formally called for a judicial inquiry into the coercive powers utilised by Australia’s financial services regulators, in...
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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...