FINANCIAL ADVISERS
Financial planning
Angered by the Government's FOFA bill, financial planners have already begun lobbying the key independents in pursuit of crucial amendments....
Policy & Regulation
Canadian financial planning and life insurance expert Bruce Etherington has compared Australia's current round of Future of Financial Advice (FOFA) reforms to previous ex...
Editorial
The industry superannuation funds advertising campaign reached such a level in September and early October that it prompted the Financial Planning Association (FPA) and t...
Financial planning
MLC has created a licensee relationship manager role aimed at improving the licensee experience throughout its aligned adviser network....
Financial planning
The Government's inclusion of an annual disclosure on all financial advisers in its FOFA bills seriously breaches understanding around the legislation....
Policy & Regulation
The Federal Opposition will seek to have the Government's Future of Financial Advice (FOFA) bills sent to a Parliamentary inquiry....
Financial planning
Choice has made clear it is lobbying the independents to back opt-in as the FOFA bills hit the Parliament....
Policy & Regulation
Financial planners should have to clearly disclose the remuneration models of their research providers to clients, according to research house van Eyk's submission on dra...
Policy & Regulation
Financial planners should have to clearly disclose the remuneration models of their research providers to clients, according to research house van Eyk's submission on dra...
Financial planning
Asgard is pushing its new Infinity platform as being cheaper than most public offer industry superannuation funds....
Superannuation
Asgard is pushing its new Infinity platform as being cheaper than most public offer industry superannuation funds....
Financial planning
Maple-Brown Abbott has acquired management rights for two of its funds from Advance Asset Management, with Ironbark to provide distribution....
People & Products
T. Rowe Price has announced the appointment of Heath Branigan as business development manager focused on financial adviser distribution....
Financial planning
Technology is playing an even bigger role in financial planning. New software developments have a good chance of achieving cost and administrative efficiencies ahead of u...
Financial planning
Elixir Consulting has launched a follow-up survey to its Adviser Pricing Models Research which looks at obstacles and methods used by financial planners in creating a fee...
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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...