financial advisers

Financial planning

Merger threat to investment platform FUM

Industry consolidation, particularly involving large dealer groups, has the potential to shift large volumes of funds under management from current investment platforms i...

Financial planning

Risk outside superannuation set to grow at 9 per cent a year

Financial adviser-sold retail risk insurance outside superannuation is set to grow at 9 per cent per annum over the next 15 years, according to a Rice Warner report into ...

Policy & Regulation

Standard form disclaimers not enough for FOFA

A new legal analysis of the FOFA reforms suggests financial advisers will have to go further than simple disclaimers in seeking to provide limited advice....

Policy & Regulation

Banks to carry BOLR can as FOFA drives out financial planners

Buyer of Last Resort arrangements entered into decades ago are returning to haunt some of the major financial services institutions as growing numbers of older financial ...

Financial planning

2012 to be a good year for financial advisers

There are a number of positives that will make 2012 a good year for financial advisers despite a tough economic environment, according to Equity Trustees (EQT) head of we...

Financial planning

FOFA uncertainty and industry consolidation takes its toll on financial services

The tortuous progress of the FOFA reforms and ongoing industry consolidation has defined 2011 for the financial services sector, write Tim Stewart and Milana Pokrajac....

Editorial

The cost of playing by FOFA's rules

The second tranche of the Government's Future of Financial Advice legislation has laid out the remuneration and best interests ground rules for financial planners but, as...

Editorial

Financial planners end 2011 as they began it - uncertain

Australian financial planners seem destined to end 2011 in much the same fashion they ended 2010 - uncertain about the fine detail of the regulatory regime that will unde...

Policy & Regulation

FOFA cannot be separated from MySuper

The PJC has been warned that the availability of intra-fund financial advice makes it crucial the FOFA bills are viewed in the same context as MySuper....

Financial planning

Structural separation the answer: Premium

The current round of reforms attempt to manage conflicts of interest in the industry, but they won't be eliminated unless there is a structural separation of product and ...

Financial planning

Ventura reduces costs to financial advisers

Ventura uses multi-manager efficiencies to reduce financial adviser costs....

Policy & Regulation

Change of speaker changes odds on FOFA

The change of speaker in the House of Representatives has made it more likely FOFA will pass with little amendment....

Financial planning

Guardian Advice unveils new succession plan

Guardian Advice has unveiled an overhauled succession planning strategy that it says will make it easier for younger financial advisers to buy into practices and allow fo...

Editorial

FOFA fatigue sets in for investment platforms

Platforms are facing pressure from all sides, Milana Pokrajac writes. How will they deal with changing financial adviser demands, low investor sentiment and fast approach...

Editorial

Investors turn to multi-asset funds

Dissatisfaction with the performance of traditional managed funds and the resulting criticism may see the rise of multi-asset solutions, according to Dominic McCormick....