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FINANCIAL ADVISERS
Financial planning
Although most advisers are working to improve the public image of the advice industry, the next generation is in a better position to do so....
Superannuation
The financial services industry needs to do more to cater for women nearing or in retirement, although tailored services and products for women are lacking in general, ac...
Policy & Regulation
One of the unintended consequences of the Government’s Future of Financial Advice (FOFA) reforms may be a shortage of 'generalist' financial planners, according to ...
People & Products
Macquarie Private Wealth has appointed Natasha Yeoh as chief operating officer....
Editorial
The Government's Future of Financial Advice proposals may serve to alter the legislative environment but, as Mike Taylor writes, new research suggests much more is requir...
Policy & Regulation
The key lobby groups making up the financial services industry are hoping to see the first draft of the legislation emanating from the Government’s Future of Financ...
Financial planning
Praemium has included the Macquarie CMA on its Smartwrap offering....
Editorial
The role of licensee payments from platform providers has become a bone of contention in the financial advice industry, writes Marianne Perkovic....
Financial planning
Richard Klipin takes a look at 2010 and the impact it has had on the financial planning industry....
Financial planning
New research suggests inadequate competency requirements leave planners struggling with ethics....
Financial planning
Although it is still early days in terms of the fallout from the Queensland floods, Australia’s financial advisory industry has begun looking into what assistance w...
Financial planning
A shift to fee-for-service will see a move from active to passive investments as advisers look to justify their new fee structure, according to Fidelity Investment Manage...
Financial planning
AFA chief Richard Klipin has called on the financial services industry to create a united message for consumers next year, following the launch of a new group called the ...
Financial planning
Individually managed accounts (IMA) are just an investment process for some industry members, but others believe they could surpass the popularity of managed funds in 10 ...
Editorial
To be regarded as a serious profession, the industry must differentiate between properly qualified financial planners and those with lesser qualifications, writes Mike Ta...
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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...