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FINANCIAL ADVISERS
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...
Editorial
The Ripoll Review recently proposed the introduction of a statutory fiduciary duty for financial advisers. Tim Browne examines the importance of such an obligation for th...
People & Products
The chairman of Commonwealth Bank of Australia (CBA), David Turner, has announced the appointment of Brian Long as an independent non-executive director of the bank....
Financial planning
More women are emerging as both investors and financial services professionals in what has largely been perceived as a male-dominated environment, according to industry h...
Financial planning
A new survey of financial services CEOs reveals they expect further industry consolidation and fewer planners....
Financial planning
Many financial advisers are already getting a head start on transitioning to a fee-for-service business model nearly two years out from a prospective ban on some commissi...
Financial planning
Colonial First State’s (CFS’s) wrap platform, FirstWrap, has reached its $1 billion in funds under advice milestone - one year after it was launched....
Financial planning
The Financial Planning Association (FPA) is partnering with the Responsible Investment Association of Australasia (RIAA) to educate its members about responsible investme...
Financial planning
ANZ-owned dealer group Millennium3 Financial Services has withdrawn its principal membership of the Financial Planning Association....
Financial planning
Dr Pamela Hanrahan has been confirmed as the Australian Securities and Investments Commission's (ASIC's) newly appointed regional commissioner for Queensland....
Financial planning
The Association of Financial Advisers (AFA) has announced the names of its first Fellows of Chartered Financial Practitioner (FChFP)....
Financial planning
Professional Investment Holdings' subsidiary company, Associated Advisory Practices, is growing not only in scale, but also in influence among the independent advisory fo...
Editorial
Robert Keavney discusses platform commissions, proposals to merge the Financial Planning Association and the Association of Financial Advisers, intra fund advice, and pro...
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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...