FINANCIAL ADVISERS
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...
Financial planning
MLC takes 100 per cent of Meritum Financial Group as it tidies up the loose ends of the Aviva acquisition....
Financial planning
The possibility of a single professional association arose during several sessions at the Financial Planning Association (FPA) national conference, one of which included ...
Editorial
The Financial Planning Association's move towards professionalism could turn out to be very costly for the organisation, writes Mike Taylor....
Financial planning
Based on submissions of real Statements of Advice delivered to clients, dealer group Matrix Planning Solutions has awarded three financial planners with its Good Advice A...
Financial planning
The majority of financial advisers believe RG 146 is an inadequate minimum entry standard and that a tertiary qualification requirement should be introduced, according to...
Financial planning
The AFA has moved to the business planning stage of a pro-advice advertising campaign on the back of strong financial support from members....
Life/Risk
Sydney-based software vendor Omnium has extended its use of the latest technology gadgets by launching the first iPad application for comparing, presenting and selling li...
Editorial
Regulators perpetually struggle to create a healthy environment for the provision of financial advice, however, Robert Keavney identifies several areas where they have mi...
Financial planning
Conflicting opinions have emerged within the financial services industry about the concept of introducing standard definitions of critical illnesses for Australian life i...
Financial planning
Conflicting opinions have emerged within the financial services industry about the concept of introducing standard definitions of critical illnesses for Australian life i...
Superannuation
Self-managed superannuation fund compliance software provider BGL has teamed up with Macquarie’s COIN to reduce the risk of human error in merging client data....
Superannuation
The Self-Managed Super Fund Professionals’ Association is pushing for higher standards for financial planners who advise in the sector....
Financial planning
New research suggests that Australians value advice from friends and family more than that provided by advisers....
Financial planning
Queensland advice and wealth management firm Elston Partners has acquired two high-net-worth financial planning practices – BMM Financial Services and DV&A Fina...
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...