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FINANCIAL ADVISERS
Superannuation
The majority of pre-retirees in Australia expect to work longer, while 39 per cent feel they are unlikely to meet their retirement income needs, according to CoreData res...
Financial planning
The Association of Financial Advisers (AFA) has hit back at the industry super funds' campaign against adviser fees, saying their approach is simplistic and draws attenti...
Editorial
Insurers need to reach into their own pockets to address underinsurance, writes Tim Browne....
Financial planning
The Association of Financial Advisers (AFA) is about to launch a special award for female financial advisers, aimed at tackling the gender gap in the industry....
Tools & guides
Contribution planning above the non-concessional caps is essential for superannuation, but you have to make sure it counts, writes Damian Hearn....
Financial planning
Tax is an integral part of a client's financial affairs - particularly in relation to superannuation - so financial advisers need to regularly discuss it with clients. Ja...
Financial planning
Some planners and certainly some industry funds support ASIC's view on the use of asset-based fees....
Financial planning
Almost a quarter of the UK's financial advisers are unsure of what their future professional status will be, due to uncertainty about stringent new training standards, ac...
People & Products
In its aim to strengthen its brand, the Association of Financial Advisers (AFA) has appointed a marketing and strategy manager....
Financial planning
Concerns have been raised about ASIC appearing to unilaterally urge consumers away from asset-based fees....
Financial planning
Financial planning dealer groups and practice principals are rethinking staff incentivisation packages in light of the Future of Financial Advice (FOFA) reforms, although...
Accounting
National Institute of Accountants members vote overwhelmingly to change names and embrace 'Public Accountant' designation....
Policy & Regulation
The National Institute of Accountants (NIA) has launched an assistance program focused on the proposed Future of Financial Advice reforms, which the association says will...
People & Products
Australian Unity has appointed Mark Oliver to head up its risk insurance channel and help strengthen the firm’s relationship with accounting firms....
Financial planning
Financial advice issues are still a significant factors in complaints handled by the Financial Ombudsman Service....
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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...