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Now is the best time for advisers and advice businesses to take control of current opportunities to grow the profession and the industry, John de Zwart writes....
Superannuation
Advisers and super funds must strive to change members’ thinking about their super as a balance in an account to an income stream that would provide for their retirement....
Accounting
Accountants and financial advisers should use data analytical capabilities of artificial intelligence and robo-advice to enhance their services of providing financial gui...
People & Products
Partners Wealth Group has launched a soft skills training program for new advisers entering the market on the back of industry feedback....
Financial planning
Financial services firm, Centrepoint Alliance, has launched a client interface developed for advisers....
Financial planning
Financial planners were only exploring aged care financial advice at a time of crisis for clients and their relatives, but this area could become mainstream in the future...
Policy & Regulation
The Government announced a new independent standards body for financial advisers, as a part of its professional standard reforms....
Top 100
For the first time Money Management asked the dealer groups in a survey to share their views on the educational requirements for new advisers as well as their expectation...
Financial planning
AFA chief executive, Brad Fox, has stressed the need for advisers to experiment and share results with their peers to adapt to change and thrive....
Policy & Regulation
Advisers must collectively embrace legislative and regulatory change to cope with an increasingly complex advice world that is no longer about selling insurance....
Financial planning
There is a need for more financial advisers to develop their own business, Centrepoint Alliance believes....
Financial planning
The Australian Bankers' Association has imposed a planner hiring protocol for use by members to screen out bad planners....
Financial planning
General advice warnings must be easily accessible, must not be hidden, and should be placed near the advice itself in documents in order for advisers to be compliant, a l...
Financial planning
AIA Australia has launched a web-based, self-service portal aimed at simplifying insurance administrative needs for financial advisers....
Policy & Regulation
Life insurer, AIA, is helping financial advisers produce fast and accurate client information for administering life policies....
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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...