FINANCIAL ADVISER
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...
Funds management
A passion for business and a keen desire to promote financial education has helped John Negri, BDM at Perennial Investment Partners, secure the coveted prize of the 2010 ...
Financial planning
Michael Browne explains the benefits to workers of taking out income protection....
Editorial
As the dust settles on the ACCC's decision to veto NAB's acquisition of AXA Asia Pacific, Mike Taylor writes that many have noted the degree to which the regulator's view...
Financial planning
Frank Smith explains the importance of financial advisers tailoring Statements of Advice and how to avoid common mistakes....
Financial planning
As the industry undergoes significant change, Jim Stackpool looks at the challenges facing financial planners and explains how they can continue to thrive in a difficult ...
People & Products
AIA has appointed a former Tower state manager as head of adviser services, individual life, with Pia Sciarrone returning to the group after a five-year hiatus....
Life/Risk
Col Fullagar outlines the key things to consider when performing a client insurance review....
Financial planning
PIS will be in the market to recruit a new chief executive following a decision by Robbie Bennetts to step back from operational matters....
People & Products
Professional Investment Services will appoint a new chief executive for its advice business, with co-founder and chief executive Robbie Bennetts to take a step back from ...
People & Products
Tower Australia has lured Aviva's Victoria and Tasmania sales manager, Craig Parker....
Financial planning
Regulators think that investors should not pay for advice and should be in an index fund, according to chief executive of Franklin Templeton Investments Greg Johnson....
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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...