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FINANCIAL ADVISERS
Policy & Regulation
FOFA should be given time to settle before further changes, according to Minter Ellison....
Financial planning
AMP Capital has launched an online resource centre to help financial advisers engage their clients in more meaningful investment conversations and facilitate the adviser’...
Life/Risk
Skyrocketing life insurance claims have been grabbing headlines for some time now, but the impact on advisers – and the input of lawyers – has largely gone unreported, Cr...
Financial planning
For advisers planning a change of scenery this year, it’s worth plotting out a roadmap to determine whether aligned or non-aligned groups would best suit their goals, wri...
Financial planning
FOS states failure of members to pay determinations is structural issue as millions remain to be paid to consumers....
Financial planning
Financial planning firms and dealer groups would be levied by ASIC according to the number of authorised and employee representatives they have on their books....
Financial planning
The Department of Treasury has pointed to the role of financial advice in assisting consumers to engage with the financial system....
Financial planning
Financial advisers are still not addressing longevity risk and having conversations with clients about what they will do if they live too long, according to one speaker a...
Financial planning
Asteron Life has launched an educational television offering which it says is intended to get advisers "market savvy". ...
Financial planning
Following up on its move to actively target its existing network of independent financial advisers, Investec Australia has reduced the interest rates on its tailored home...
Financial planning
The attributes that companies are seeking in financial planners are drastically changing, with sales no longer a must-have skill, writes Milana Pokrajac. ...
Financial planning
Impending changes to aged care legislation will have many questioning whether or not they should sell their homes. And financial advisers will have a crucial role in stee...
Financial planning
Contrary to what some believe, the client owns the client: the client is not owned by the adviser, the dealer group or the broker, as Craig Parker explains. ...
Financial planning
No one would deny that the role of a leader in business is critical. It defines a business’ culture, staff retention, customer satisfaction – and in the end its growth an...
Financial planning
Milana Pokrajac examines the advantages and disadvantages of vertically integrated advice compared to self-licensing and non-aligned advice....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...