FINANCIAL ADVISERS
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. ...
Financial planning
FPA chairman, Matthew Rowe, has queried the dearth of practicing planners on FSC/AFA insurance working group....
Financial planning
After move from PIS to Guardian Advice, Noall & Co have appointed Gavin Glozier as its GM. ...
Financial planning
Financial advisers should be required to complete a comprehensive course in Australian taxation law, in line with their accounting counterparts who receive “no free kicks...
Funds management
The corporate regulator will consider model portfolios as a suitable investment under best interest duties if they do not adopt mechanistic processes on selecting assets ...
Financial planning
Financial advisers will be given access to annuities through platforms, as demand for annuities increases. ...
Financial planning
BT Financial Group has opened the way for clients to not only rate their planners but post comments on how they performed....
Financial planning
The new AFA president said it would not match resources with anti-advice groups but focus on member and consumer engagement....
Financial planning
BTFG moves unilaterally be introducing its own adviser register and providing scope for client feedback and assessment....
Life/Risk
Life insurance manufacturers need to take responsibility for last week’s ASIC report into life insurance and supply products that meet consumer needs and not research hou...
Financial planning
A raft of legislative and regulatory change in the financial planning sector has essentially made long-time advisers feel like new entrants to the profession, according t...
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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...