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FINANCIAL ADVISERS
Financial planning
A Melbourne law firm has assisted financial planners in postponing a meeting of Willmott Forests grower investors....
People & Products
ING Investment Management is strengthening its business development and distributions teams now that it is able to build direct relationships with advisers....
Financial planning
Securitor is looking to acquire advice practices that are shifting towards a fee for advice structure, regardless of their business model or current remuneration structur...
People & Products
Charter Hall Direct Property has appointed former Wallaby Brendan Cannon as its key account manager for Western Australia and Queensland....
Financial planning
Half of advisers are incorrectly classifying term deposits as cash, according to PIMCO research....
Financial planning
AFS Group has signed an agreement to use Praemium’s SMARTwrap platform....
Financial planning
The dealer group has added 15 new offices in the past financial year, according to managing director Darren Steinhardt....
Superannuation
An increasing number of investors are not getting enough information and advice on self-managed superannuation funds (SMSFs) and are suffering as a result, according to W...
Financial planning
The Association of Financial Advisers is pushing ahead with a lobby group aimed at defining the ‘nuances’ of proposed regulatory reforms to the advice industr...
Financial planning
As the world looks to right the wrongs of the global financial crisis, one major problem still needs to be tackled by the wealth management sector - consumer confidence....
Financial planning
Online information portals could be powerful tools for advisers to engage their clients in the difficult discussion of risk insurance, and two such portals were recently ...
Financial planning
Tower Australia has appointed two new members to its risk new business team, with Jason Scott joining the company as national fulfilment manager for retail life and Helen...
Financial planning
Advisers are underestimating the return potential of fixed income with a focus on reducing volatility, according to PIMCO....
Life/Risk
Mike Taylor leads a roundtable discussion about the challenges facing the insurance industry. Topics covered include underinsurance, reaching younger consumers and advise...
Editorial
The fallout from the GFC has shaken consumer confidence in the financial services sector, prompting an increase in direct investments. Janine Mace takes a look at what th...
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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...