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Policy & Regulation
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
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 uses multi-manager efficiencies to reduce financial adviser costs....
Policy & Regulation
The change of speaker in the House of Representatives has made it more likely FOFA will pass with little amendment....
Financial planning
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
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
Dissatisfaction with the performance of traditional managed funds and the resulting criticism may see the rise of multi-asset solutions, according to Dominic McCormick....
Superannuation
Financial advisers need to be wise when recommending insurance options within their clients' self-managed super funds. Warrick Hanley explains how small mistakes can lead...
Financial planning
Amid a scramble from several major institutions to acquire extra scale in terms of distribution, retaining and acquiring key leadership personnel is also crucial to busin...
Financial planning
MLC has launched what it describes as its “new-look” client and financial adviser websites, AdviserOnline and MyClient....
Financial planning
Macquarie Life has attributed communications and call centre support as key reasons for it being awarded Five Star status in the Beaton Benchmarks 2011 – Life Insurance I...
Financial planning
Despite ongoing lobbying by financial planners, there exists no certainty that key independents Rob Oakeshott and Andrew Wilkie will support key FOFA amendments....
Financial planning
The Assistant Treasurer and Minister for Financial Services, Bill Shorten, says the Financial Planning Association has been the most influential financial planning body i...
Financial planning
While the proposed Future of Financial Advice changes and their potential impact on financial advisers remain the hot topic, there is another acronym - TOFA - which deser...
Editorial
Are multi-asset funds the next big thing, deja vu - or perhaps a bit of both? Janine Mace reports....
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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...