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Financial planning
ASIC has made its regulatory presence felt in the superannuation choice of fund environment with exercises such as super switching surveillance and a current shadow shopp...
Financial planning
Focussing on providing services to the adviser and not the licence holder will be the major focus for the Association of Financial Advisers (AFA) in 2006, says president ...
Financial planning
Hub service provider InvestmentLink has acquired a 50 per cent stake of Dealer Management System that will allow it to develop systems to enable financial advisers to hav...
Financial planning
IOOF will revamp its administrative platform for financial advisers by splitting its existing offering in half....
Financial planning
ASIC has released a calculator for consumers to compare allocated pension products, and Chant West and SuperRatings expect to follow suit by developing extensions to thei...
Financial planning
With new anti-money laundering legislation expected any day, Ernst & Young partner Rob Walsh has warned financial advisers that the Government will expect them to practic...
Financial planning
Ignore the wave of increasing community involvement at your own peril. These words of warning for financial planners came from Coca-Cola Amatil’s chair David Gonski, spea...
Life/Risk
Business insurance is seen by many advisers as an area to steer well clear of – it is seen as too complex and therefore best left to those who fully understand all the in...
Financial planning
Australia needs a “risk champion” to encourage younger people to enter into the risk industry, according to MetLife senior vice-president Joe Jordan....
Life/Risk
The Association of Financial Advisers has launched a year-long training program to try to attract younger risk advisers to the profession....
Financial planning
Things are looking up for financial advisers, with fewer reporting difficulties finding new clients, less fee pressure than expected being experienced in the wake of incr...
Financial planning
This year, the Australian Securities and Investments Commission (ASIC) has left little room for doubt on just how serious it is about implementing and enforcing financial...
Financial planning
Australian consumers’ increasing appetite for debt has prompted investment banking giant Macquarie Bank to release a booklet to help financial planners enable their clien...
Financial planning
Expect fire and brimstone and all manner of damnation when the financial planning industry’s new code of conduct on soft dollar payment goes live on 1 January....
Financial planning
The FPA has announced it will hold its own investigation into the conduct of Tasmanian adviser Brendan Moore....
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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...