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FINANCIAL ADVISERS
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...
Financial planning
A number of advisers and dealer group heads have expressed frustration at a perceived lack of support from the funds management industry in protecting advisers against de...
Financial planning
New research confirms that those who have used an adviser trust them and respect their outcomes....
Financial planning
Most advisers are focused on business growth, despite almost 75 per cent claiming the proposed fee-for-service models and opt-in arrangements would have a somewhat or str...
Life/Risk
Treasury officials confirm that insurance commissions are outside of scope of FOFA reforms....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...