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Financial planning
Mark Thomas argues that financial planners must convince their spooked clients that index management and term deposits are the wrong strategy....
Editorial
As competition in ETFs increases, it is important for financial advisers and investors to know exactly what they are buying and from whom, according to Tom Keenan. ...
Financial planning
Almost three in five financial advisers are limited in their choice of platforms, and of those advisers, 40 per cent would like access to other platforms in the market....
Financial planning
The Government has seriously misread the major issues relating to financial advice, according to the chief executive of the Association of Financial Advisers (AFA), Richa...
Life/Risk
The Federal Opposition is reserving judgement on the Cooper Review recommendation to ban insurance commissions while the financial planning sector battles it out with the...
People & Products
MLC has appointed Michael Karagianis as an investment strategist in its investment management business....
Financial planning
Delia Rickard takes control of the supervision of financial advisers while former FPA executive Gerard Fitzpatrick takes responsibility for investment managers and supera...
Life/Risk
The Association of Financial Advisers (AFA) is calling on the Government to think carefully before considering a ban on risk insurance commissions, referring not only to ...
Financial planning
Van Eyk Research chief executive Mark Thomas believes the low-cost, low-risk and limited advice model some investors are now embracing is a 'pup' model that will ultimate...
Funds management
ETFs finally gaining traction, but few investors seeking financial advice....
People & Products
Mercer appoints two former van Eyk employees, Brian Long and Luke Fitzgerald, to senior roles....
Editorial
With trailing commissions soon to be a thing of the past, owners of financial planning practices need to ask themselves how much their businesses are worth....
Financial planning
Stress levels in the financial advice industry are rising as structural changes take place, according to Association of Financial Advisers (AFA) chief Richard Klipin. ...
Financial planning
The 'opt in' provisions for continuing advice and professional indemnity insurance were just two of the key issues tabled at the AFA Leadership Licensee Forum this week....
Financial planning
Financial Planning Association (FPA) chair Julie Berry has defended the association's board conventions and protocols in light of a public protest issued by one of its fo...
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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...