financial advisers

Editorial

Finding the right fit for multi-asset funds

Are multi-asset funds the next big thing, deja vu - or perhaps a bit of both? Janine Mace reports....

Financial planning

Financial advisers need to engage young dissatisfied investors

Young investors, those who have only used a financial adviser for a short time and those with minimal investments are the most dissatisfied when it comes to financial adv...

Life/Risk

Financial advisers need to dispel insurance myths: CommInsure

The financial advice industry is failing to do enough to convince consumers of the need for adequate insurance cover, according to Tim Browne, general manager for retail ...

Financial planning

Financial planners call for better ETF education

An overwhelming majority of financial planners and brokers agree bond exchange traded funds (ETFs) need to be better explained before they are accepted, according to a su...

Financial planning

MLC enhances MasterKey

MLC has announced an overhaul of its MasterKey Fundamentals platform, which includes lowering its administration fees and adding a range of investment options it claims g...

Financial planning

ASIC asks research houses to manage conflicts

An ASIC consultation paper has proposed that research houses improve transparency and clearly separate their business units in order to manage real or perceived conflicts...

Financial planning

Succession planning checklist

The ageing population and the ATO's recent draft pensions ruling highlights the need to review clients' overall succession planning, according to Daniel Butler and Nathan...

Superannuation

Succession planning checklist

The ageing population and the ATO's recent draft pensions ruling highlights the need to review clients' overall succession planning, according to Daniel Butler and Nathan...

Financial planning

Regulatory change generating return to a tied-agency past

The concerns about FOFA held by Australian financial planners have been placed in a global context....

Financial planning

Financial planners employed by banks less satisfied

Financial planners working in bank branches are less satisfied with their support system than those working for independent or even institutionally-owned dealer groups, a...

Financial planning

Financial advisers get access to portfolio stress test

Instreet Investment is developing a portfolio stress test service to help financial advisers check the investment risk in client portfolios....

Financial planning

Butterworth move not based on latest departures

Former DKN CEO Phil Butterworth made the decision to join a new business unit at BT Financial Group, regardless of whether fellow DKN and Lonsdale executives would also m...

Financial planning

ING Direct financial adviser push gaining momentum

A new focus on financial adviser distribution is paying off for ING Direct with its products now recommended by 2,400 advisers in 245 dealer groups....

Superannuation

Estate planning needs greater focus

Though self-managed super funds (SMSFs) have continued to enjoy solid growth in 2011, estate planning is an area in need of increased focus, according to Peter Hogan, Pri...

Superannuation

Multiport enhances gearing package

Following the launch of its gearing package in May of this year, self-managed super fund (SMSF) administrator Multiport has announced further enhancements to the service,...