financial advisers

Financial planning

Mercantile Mutual managing director Rod Atfield has lashed out at the short-term greed mentality of investors and financial advisers....

Financial planning

Pension video nasties

Financial advisers acting on behalf of a Dutch insurance firm has found the com-pany had added some spice to its pension information videos....

Financial planning

Zurich takes Lonsdale

Zurich is to secure the 20 per cent of Lonsdale it does not already before offering shareholdings to Lonsdale’s 100 advisers....

Financial planning

AMP banks on UK approval

AMP Banking is set to launch in the UK, distributing its products through Pearl's network of financial advisers....

Financial planning

Disclosure regime unfair says AFA

Disclosure obligations under the proposed CLERP 6 legislation may unfairly dis-advantage some advisers, according to Association of Financial Advisers (AFA) national pres...

Financial planning

Greed is good mentality rife

Mercantile Mutual managing director Rod Atfield has lashed out at the short-term greed mentality of investors and financial advisers....

Financial planning

ASIC to gain sweeping new powers

The Australian Securities and Investment Commission (ASIC) will gain sweeping powers to ban advisers under CLERP 6 draft legislation, according to an industry lawyer....

Financial planning

Upfront commissions under fire

Commissions paid on life insurance products will inevitably move to level com-missions, according to a visiting financial planning expert....

Financial planning

KPMG joins property research market

KPMG has entered the property research market with the launched of the Proper-Risk service aimed at financial advisers....

Financial planning

AMP Banking sets sail for UK

AMP Banking is set to launch in the UK, distributing its products through Pearl’s network of financial advisers....

Financial planning

Educators failing young investors

American author Robert Kiyosaki has thrown down the gauntlet to educators, including financial advisers, challenging them to find ways in which to educate the young about...

Policy & Regulation

The touchy subject of tax avoidance

With any strategy or transaction undertaken by a financial adviser on behalf of a client, consideration must be given to the anti-avoidance rules of the Income Tax Assess...

Financial planning

High-tech answer to age-old question

Advisers being swamped by more and more paper work may want to take a look at the systems used by the Hillross advisers to claw back more time in front of clients. Samant...

Financial planning

Commission remains a thorny issue for planners

Joe Hockey’s office is likely to be bombarded with reams and reams of responses to the federal government’s draft CLERP 6 legislation....

Financial planning

Would you trust a financial planner?

It is interesting to see how, despite the temporary dictates of current fashion, certain values always come into their own. Right now “trust” is an old fashioned value of...