financial advisers

Life/Risk

Opt-in and fee-for-service will worsen underinsurance

A move towards opt-in and a shift to fee-for-service remuneration may force many consumers to walk away from advice about life insurance, according to AIA head of adviser...

Financial planning

Keep up the political lobbying: Klipin

Now is no time for advisers to ease up in terms of lobbying local MPs around FOFA issues, according to AFA chief executive Richard Klipin....

Policy & Regulation

Beyond Blue and AFA concerned about FOFA fallout

The FOFA changes are weighing heavily on planners, prompting action by the AFA and Beyond Blue....

Financial planning

AFSL holders earn more than aligned practices

Dealer group-aligned financial planning practices earn slightly less per year than those with their own Australian Financial Services Licence (AFSL), according to a Macqu...

Policy & Regulation

Shorten faces more FOFA pressure

Financial planners are set to maintain their lobbying against the Government's FOFA proposals....

Financial planning

Advisers want platforms to lower costs: CoreData

Lower costs for consumers and efficient administration were the top two factors advisers would like their platform provider to improve....

Editorial

The FOFA freight train picks up speed

While financial planners have warned that the FOFA changes will be significant, Mike Taylor reports that the Government does not see that as an impediment to achieving it...

Policy & Regulation

Shorten asked to 'please explain' on FOFA

The Association of Financial Advisers has demanded the Government explain the actual benefits of the Future of Financial Advice (FOFA) proposals....

Financial planning

Macquarie Private Wealth launches training for advisers

Macquarie Private Wealth has launched a training and education program for its advisers, which the group says will provide support in client service and business developm...

People & Products

Morningstar appoints head of sales

Morningstar Australasia has appointed former Macquarie Adviser Services strategic business manager Nigel Crampton as its new head of sales....

Superannuation

Half of clients want new advice: SuperSavvy

A company linked to SuperRatings has claimed up to 50 per cent of people using a planner want new advice....

Financial planning

Client satisfaction trumps sales

Client satisfaction surveys are better for the advice industry than a sales philosophy....

Financial planning

Relief granted to service NZ clients

A conditional exemption has been granted for Australian advisers to be able to continue to service clients in New Zealand....

Editorial

FOFA's air of inevitability

Assistant Treasurer and Minister for Financial Services, Bill Shorten, stirred up a great deal of anger and resentment recently by saying that he did not believe the key ...

Editorial

Hoping for the best from FOFA but expecting the worst

Many financial planners have lost faith in the Federal Government’s willingness to inject balance into FOFA and, as Mike Taylor writes, this attitude was not helped by re...