FINANCIAL ADVISER
Financial planning
An educational website has published the names of 14 people believed to be the only truly independent advisers in the country....
Financial planning
Suncorp has boosted its external adviser distribution channel, but the company pointed to pressure on policy lapse rates as one cause of a 23 per cent fall in net profit....
Financial planning
Big West Australian fund GESB wants more effort put into telling consumers about the value of advice....
Financial planning
Australian women are more likely to seek financial advice from friends and family, while men are more likely to get advice from the media or a professional....
Financial planning
A financial adviser who double-geared a risk-averse client into shares has relocated to Europe, while his licensee has been ordered to pay $110,00 in compensation....
Financial planning
The ACCC has raised concerns about NAB's bid for AXA Asia Pacific, focusing on the platform market....
Editorial
With many in the life insurance industry falling behind or struggling to keep up, Brett Yardley looks at some of the changes that have or are about to occur....
Policy & Regulation
The National Institute of Accountants (NIA) has called on the Government to ease requirements on self-managed super funds (SMSFs) and phase out the contributions tax in i...
Editorial
Stuart Fechner explains why separately managed accounts offer an alternative way to manage Australian share investments....
Financial planning
The administrators of Trio Capital, also known as Astarra Capital, have indicated all investments registered through National Australia Trustees are accounted for....
People & Products
Niall McConville will join TOWER Australia as National Dealership Manager in May. He is making the move from AIA, where he previously held the same role....
Financial planning
Trailing commissions account for 35 per cent of revenue in the financial planning industry....
Editorial
Financial advisers should be aware of how overseas travel or residency can affect their client’s risk insurance protection, writes Col Fullagar....
Financial planning
A New South Wales financial adviser has been banned from providing financial services for 10 years for advising his SMSF clients to invest in companies he directed....
Superannuation
A desire for greater control over their investments is the main reason cited for establishing a self-managed superannuation fund (SMSF), although there is still a demand ...
Never miss the latest news and developments in wealth management industry
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...