FINANCIAL ADVISERS

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....

Financial planning

Despite the best intentions, the FOFA reforms constrained quality advice and left little wriggle room for planners wanting to expand their experience, writes Rob Caprioli...

Financial planning

While education has long been the yardstick by which advisers are measured, the bar has been raised and standards have become more widespread than ever before. As Jason S...

Editorial

An easy line of spin is being peddled on the antecedents and consequences of the Government’s FOFA amendments. But any examination of financial services history shows the...

Financial planning

Suncorp-owned risk-focused dealer group Guardian Advice has launched what it is describing as a ‘Centres of Influence' strategy guide intended to help advisers build robu...

Policy & Regulation

The AFA has moved to enter the FOFA pause consultations with an analysis designed to counter a “rolling campaign of fiction and misrepresentation”....

Superannuation

SPAA welcomes Federal Government decision to amend how best interest duty works as part of FOFA reforms....

Financial planning

If it is true that only two out of 10 people seek financial advice, perhaps planners need to look to successful entrepreneurs for tips on how to raise their stake, says M...

Financial planning

AFA has accused ISA of hypocrisy for not making its FOFA submission publicly available, despite its loud calls for transparency....

Financial planning

ETF portfolios pitched at wealth accumulators...

Financial planning

Financial advisers have to advocate further to avoid the growing involvement of lawyers in the insurance claims process....

Financial planning

The Association of Financial Advisers (AFA) and Plan for Life have named CommInsure 2013 Life Company of the Year....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 2 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 4 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 3 days ago
moneymanagement logo