FINANCIAL ADVISERS
Financial planning
Dealer group heads deny playing a numbers game and admit to turning away some planners....
Financial planning
The financial services regulator will observe a number of selected licensees in their FOFA implementation over the next few months with the goal of identifying areas wher...
Financial planning
ASIC warns of best interest duty breaches where dealer groups take a ‘cookie-cutter’ approach....
Editorial
Financial advisers should beware dealer groups that promise them the world during the courtship phase but fail to deliver once the marriage contract is signed, writes Ann...
Life/Risk
ASIC deputy chairman Peter Kell has used his speech at the AFA national conference to announce major surveillance of retail advice with respect to life insurance. ...
Life/Risk
CommInsure’s Tim Browne says the company had stopped using the word ‘churn’ because it doesn’t accurately represent the underlying issue, which is policy design....
Financial planning
Bank executive confirms impact of grandfathering on practice funding. ...
Financial planning
Assistant Treasurer Arthur Sinodinos flags what could be a lengthy process to FOFA changes....
Financial planning
The BT life insurance business this week laid claim to passing a milestone, with one million policies now in-force....
Financial planning
With internet speeds increasing and the adoption of mobile technology expanding, financial advisers face a big challenge when it comes to staying relevant in social media...
Financial planning
The FPA has written to the Government seeking clarity around grandfathering and urging a tax deduction for the provision of initial advice....
Editorial
The Financial Services Council caused something of a stir in the financial services industry when, at its annual conference in Brisbane, it announced a policy discussion ...
Life/Risk
Col Fullagar delves into the pros and cons of winding up an income protection policy and taking a commuted benefit, and what the process of commutation involves. ...
Financial planning
IOOF has received its MySuper licence approval from APRA and has signalled it will be offering a "dynamically managed diversified investment strategy" via its IOOF Balanc...
Financial planning
Financial advisers looking to join a dealer group need to make sure those groups can deliver on their promises, according to My Dealer Group founder Anne Fuchs....
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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...