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FINANCIAL ADVISERS
Financial planning
Significant numbers of Britain's financial advisory force may exit the industry in coming years as it undergoes reform....
Financial planning
Financial Simplicity has announced the release of new portfolio review technology that allows users to generate mass 'single batch' client tailored reviews in moments....
Financial planning
Fees versus commissions is an important debate for the financial planning industry, but having independent research in the first place will take much of the sting out of ...
Financial planning
Midwinter Financial Services has released new product replacement software in anticipation of a change from the current 'reasonable basis' test for advice to the implemen...
Editorial
If the Financial Planning Association and the Association of Financial Advisers are to merge they will have to work through many divisive issues....
Financial planning
Former US-based Australian executive John James to lead Vanguard from May 1....
Financial planning
Tower Australia argues there is a place for paying commissions related to insurance and superannuation....
Financial planning
The leaders of the Financial Planning Association and the Association of Financial Advisers have indicated they will discuss a possible merger of the two competing bodies...
Financial planning
Adviser-owned dealer group Matrix Planning Solutions has argued it's time for the FPA and the AFA to become one entity....
Life/Risk
Zurich Financial Services Australia has announced a number of life risk enhancements, starting March 1, which the company says will cut up to four hours from administrati...
Financial planning
Financial services licensees are continuing to scratch their heads over a way to communicate the value of advice....
People & Products
Boutique fund manager Instreet has appointed Sam Harris as a relationship manager for New South Wales, strengthening its distribution team....
Editorial
Mike Taylor warns about the large number of industry bodies in financial services, focusing on AIOFP....
Financial planning
Morningstar is making a push into industry superannuation funds research on the back of demand from financial advisers....
Financial planning
The Commonwealth Bank has urged an extension of the intra-fund advice relief to financial planners arguing they are better qualified to meet the needs of members than tru...
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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...