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Financial planning
New research suggests SMSF advice is a prime area for consolidation....
Financial planning
Advisory firms will need to examine how they communicate risk to clients under FOFA and not trust that old methods will still be suitable in the future. ...
Funds management
Financial advisers should examine the ten year performance of fund managers as market failures and bubbles often take more than five years to full play out....
Financial planning
Financial advisers need to start being digital application doctors to their clients and think about what applications they can use to help clients....
Financial planning
As risk planning remains a hot topic in the financial advice space, Malavika Santhebennur explores the top 10 legal quandaries planners can find themselves in and how to ...
Financial planning
FSGs should be part of the national register of advisers to prevent consumers getting skewed information from commercially operated websites. ...
Financial planning
Dealer group head laments lack of consultation with planning industry ahead of launch of Adviser Ratings....
Financial planning
The FPA has reported a 100 per cent surge in its CFP program take up after the CBA and AMP raised educational standards following scandals at the CBA and Macquarie Bank....
Financial planning
Financial advisers and dealer groups will be able to track and record every client interaction they have, to ensure compliance standards are being met, with the roll-out ...
Life/Risk
Cheap group insurance cover has been used by industry funds to partially erode the client base of financial advisers while shoring up their own member base....
Awards
A constant focus on the planner, and not the product, has won Shivani Gopal wide-scoping praise in the financial advice industry. ...
Financial planning
BDM of the Year 2014: Shivani Gopal, Asteron Life A constant focus on the planner, and not the product, has won Shivani Gopal wide-scoping praise in the financial advice...
Financial planning
The financial advisers’ register is missing key bits of information, defeating the purpose of the register to make information transparent to consumers....
Financial planning
Two boutique non-aligned planning firms have joined Countplus subsidiary Total Financial Solutions (TFS) claiming they were attracted by its ‘independent’ culture and und...
Financial planning
The CBA will require its aligned advisers and licensees to hold qualifications in planning-related disciplines as part of its move towards higher education standards. ...
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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...