FINANCIAL ADVISERS
Financial planning
Elders Financial Planning outlines growth ambitions as it leverages its rural connections....
Policy & Regulation
Law firm Slater & Gordon has expressed its support for the Government’s draft Future of Financial Advice (FOFA) bill, released yesterday....
Financial planning
Australian Unity Personal Financial Services has reached $1 billion in funds under advice, a two-fold increase over the past year....
People & Products
The Association of Financial Advisers has appointed experienced bank man Phil Anderson to the role of chief operating officer....
Editorial
Assistant Treasurer, Bill Shorten, has pointedly excluded the Association of Financial Advisers from those who convinced the Government to concede ground on risk commissi...
Financial planning
The current global financial jitters highlight the value of financial advice, as clients lean on advisers to guide them through difficult times, according to Association ...
Financial planning
Technology solutions could boost planner engagement with all clients, particularly C and D clients, according to Decimal....
Editorial
Financial advisers are well placed to manage business succession strategies for small-to-medium enterprise clients, writes Ted Voges....
Financial planning
HSBC says its financial advisers in Australia are safe, despite massive job cuts by the organisation overseas....
Superannuation
The financial planning industry organisation has welcomed a signal from the Assistant Treasurer and Minister for Financial Services, Bill Shorten, that the Federal Govern...
Editorial
As Australian planners seek to come to terms with the Government’s Future of Financial Advice changes, Paul Resnik outlines events in the United Kingdom and their impact ...
People & Products
A month after hiring Cathryn Franks as national boutiques sales manager, Challenger has added a further five business developers to its team....
Funds management
With more and more investors wanting access to property investment advice, the expertise required is often beyond the scope of most financial advisers....
Financial planning
The way planning practices charge for advice will be key to how well they deal with Future of Financial Advice (FOFA) regulations - and charging an hourly rate is definit...
Top 100
As dealer groups prepare for the new regulatory environment, Benjamin Levy explains the story behind the results of the Top 100 Dealer Groups Survey....
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...