financial advisers

Financial planning

Three advice firm principals aligned to dealer group Australian Financial Services (AFS) have been placed on suicide watch by the dealer group in the past 12 months. ...

Financial planning

Challenger courting platform partner

Challenger has initiated discussions with "several leading platform providers" regarding the establishment of a platform-based unitised annuity investment option....

Financial planning

Industry funds throwing their weight around

Large industry funds are increasing their footprint in the financial services landscape and beginning to look like diversified financial services businesses....

Editorial

Margin lending on the chopping block

One cannot help but ask whether the proposed changes to the margin-lending landscape are being rushed through, writes David MacLeod....

Life/Risk

Aviva takes the awkwardness out of life insurance

Completing insurance applications has often required advisers and clients to traverse sensitive ground when it comes to clients' medical histories, but those awkward and ...

Financial planning

AFA urges focus on risk tolerance

As the Ripoll Inquiry probes deeper into some of the failures in the financial planning industry, the Association of Financial Advisers has urged greater planner focus on...

Financial planning

Call for single-product licensing to be banned

The collapse of Great Southern should serve as a salutary lesson to the industry of the dangers of single-product licensing of advisers, according to CPA Australia's seni...

Editorial

The hidden cost of banning commissions

Today there are few willing to defend commission payments, writes George Lucas. But are commissions the root cause of all that is wrong with the financial planning indust...

Financial planning

Round table: Dawn of a co-regulatory era?

At the recent Investment and Financial Services Association conference, Money Management conducted a round table in which inndustry leaders canvassed various issues facin...

Financial planning

AFA backs Treasury line on planning

The Association of Financial Advisers will use today's Ripoll Inquiry hearings to back Treasury warnings about unintended consequences flowing from changes to financial p...

Financial planning

Strategy First recommends two-tiered service provision model

Only a complete overhaul of the industry that involves banning commissions and creating a profession with distinct service providers will save the financial planning indu...

Financial planning

Advisers who lack ability to control value will end up salaried to a product provider

Product providers and financial advisers are going to be poles apart when it comes to the complexity of the service they provide: Stackpool....

Financial planning

Tax deductibility of advice high on agenda

The Parliamentary Joint Committee has been told that the absence of tax deductibility with respect to fee-for-service advice is creating a market distortion....

Financial planning

IFSA calls for ‘full tax deductibility’ of advice fees

IFSA has called for full tax deductibility of financial advice at an inquiry hearing today into financial products and services before the Parliamentary Joint Committee o...

Financial planning

FSRA is core of systemic failures: NIA

The Financial Services Reform Act has created an industry bogged down in paperwork and regulations, with the effect of driving advisers into the arms of product providers...