FINANCIAL ADVISERS
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...
Editorial
Financial planners and dealer groups should take advantage of uncertain economic times and show leadership, writes Todd Kardas....
Financial planning
The AFA has awarded CommInsure the Platinum Life Company Award at the AFA/Plan for Life 2009 Life Company of the Year Awards....
Editorial
Col Fullagar considers the matters surrounding insurance policy start dates, and explains what financial advisers need to know to ensure their clients are protected....
Financial planning
Fewer high-net-worth investors are using financial advisers, according to research conducted by CoreData....
Financial planning
Coin Software has launched a new comprehensive SOA template to help financial advisers consolidate the data-gathering process and create greater efficiencies in the workp...
Financial planning
ASIC has been called on to be more transparent about the purpose of its current comprehensive audit of Australian Financial Services Licensees (AFSLs)....
Financial planning
Financial planners would be well advised to meet with their local MP and explain to them the value of the industry, according to former NSW Opposition Leader Kerry Chikar...
Financial planning
The Industry Super Network has commissioned another poll that backs its claims on the need for planners to be legally required to act only in the best interests of their ...
Financial planning
More financial advisers are looking to add value to their clients through bespoke services and products, as well as access to direct equities....
Policy & Regulation
The National Institute of Accountants (NIA) has called on the Government to ease requirements on self-managed super funds (SMSFs) and phase out the contributions tax in i...
Editorial
Tom Collins argues the introduction of a fiduciary duty for financial advisers is overdue. ...
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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...