FINANCIAL ADVISER
People & Products
ING Investment Management (INGIM) Australia has appointed Stuart Devlin as its southern region manager. He will be responsible for building the organisation’s prese...
People & Products
Veteran financial adviser John Campbell has been appointed Australian chairperson of the Million Dollar Round Table....
Financial planning
ASIC has succeeded in having the Federal Court overturn an AAT decision lifting a banning order on a Queensland planner....
Financial planning
Continuing volatility is one of the only things going against the top dealer groups at the moment. But they have proved resilient, and nothing is holding them back from i...
Financial planning
Diversifying an advice practice through acquisitions can become an expensive exercise when advisers don't have the expertise to retain the clients they paid for, argues A...
People & Products
IOOF has announced the appointment of Rory Toal and Leah Waldie as the company's new Southern and Northern region managers, respectively. They will commence their new rol...
Editorial
Direct life insurance is here to stay, writes Marcello Bertasso, but consumers may prefer the peace of mind offered by a policy that is underwritten upfront....
Financial planning
There are significant rewards and opportunities for Australian financial planners who are prepared to transfer their skills overseas....
Editorial
David Benney looks at the advantages and disadvantages of direct shares versus managed funds....
Superannuation
GESB urges Australians to seek advice on SMSFs, with research showing many don't understand the time, risks and costs involved in operating this type of fund....
Financial planning
IOOF's Pursuit platform has broken the dominance enjoyed by Colonial First State in the Wealth Insights Platform Service Level Survey....
Financial planning
AFA seeks to alleviate member concerns about Future of Financial Advice reforms....
People & Products
Suncorp Life has announced the appointment of Richard Bellis to the role of executive manager of life risk adviser solutions....
Editorial
Financial planners have a bad reputation, but there should be a distinction between 'proper' financial planners and the 'bottom dwellers', writes Michael Dale....
Financial planning
The Treasury has provided further clarity on how salaried bank financial advisers will be dealt with as part of the proposed Future of Financial Advice reforms. The refor...
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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...