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FINANCIAL ADVISERS
Financial planning
The term 'financial adviser' should be restricted to those who are regulated by the Australian Securities and Investments Commission....
Financial planning
Rebate services provider YourShare has said many financial planners are holding themselves out to be purely fee for service when in fact they are charging commissions as ...
Financial planning
Financial advisers are facing an ethical dilemma as they buckle under immense pressure from agribusiness investment scheme managers with large marketing budgets....
Funds management
Many advisers assume tactical asset allocation is a value-add for clients, despite very few practitioners consistently adding value from this method over the longer term....
Financial planning
The UK's Financial Services Authority has moved to ban commission payments by 2012, a move echoing the changes taking place in the Australian financial services industry....
Financial planning
Nearly 80 per cent of high-net-worth clients also lost faith in regulatory bodies in 2008....
Financial planning
Offers advisers the ability to rebate commission back to clients, allowing them to align the product with their practice fee model....
Financial planning
The Government has some critical issues to address in the coming months, but how clients choose to pay their advisers is not one of them. ...
Life/Risk
The Association of Financial Advisers has welcomed the exclusion of insurance from the Investment and Financial Services Association's new superannuation charter....
Financial planning
Will provide a united voice in addressing the conflicts of interest plaguing advisers' reputation....
Financial planning
A quarter of financial advisers select managed funds for their clients on the basis of FUM inflows into the fund, according to a survey by BDM Direct....
Financial planning
The Financial Ombudsman Service appears set to be able to accept complaints by consumers against financial advisers up to a value of $500,000 from next year....
Financial planning
Consumer group Choice is lobbying the Government to ban what it describes as "perverse incentives" paid to financial advisers that serve to make the advice consumers rece...
Financial planning
MLC suggests that the concept of 'genuine mistake' needs to be further clarified and tested in legal jurisdictions in regards to breaches of superannuation contribution c...
Editorial
Financial planners must take the lessons they’ve learnt from the GFC and begin applying them if they hope to survive the next economic upheaval....
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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...