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Financial planning
The Association of Financial Advisers (AFA) has announced the finalists of its 2013 AFA Adviser of the Year Award....
Financial planning
For those advisers aspiring to greater things, two recent pieces of research may contain the insights they need to drive their business further, according to Zurich’s Ric...
Top 100
TAL’s Accelerated Protection Income Protection Premier has taken out the top spot in this year’s Money Management/DEXX&R Adviser Choice Risk Award for disability income p...
Superannuation
Only two in five Australians currently receive qualified financial advice, according to a recent survey conducted by the Financial Planning Association....
Financial planning
ASIC will impose additional licence conditions on Moneywise Securities following concerns around some of the advice provided to clients. ...
Editorial
Just days will separate two key conferences aimed at financial planners and advisers next month, but Mike Taylor writes that success or failure will not be judged solely ...
Financial planning
Advisers will have to disclose a number of specific facts when providing SMSF advice, such as lack of compensation arrangements and costs associated with running a self-m...
Financial planning
With obtaining and maintaining professional indemnity insurance cover one of the key challenges confronting planners, Money Management and Lawyers Weekly have combined to...
Financial planning
A new ASIC survey reveals investors and consumers are largely sceptical when it comes to the integrity of financial advisers, while some of the other industry gatekeepers...
Superannuation
A new analysis suggests recent legislative change will increase the scope for financial planners to work with accountants in the SMSF advice space. ...
Financial planning
The FPA’s Ask an Expert initiative received more than 90 requests this year, which points to a stronger-than-ever need for financial advice, the association says....
Financial planning
Investor worries about financial markets are under control while market return expectations have jumped, writes Recep Peker....
Financial planning
Platforms, financial advisers and clients alike are about to be swept along by the impact of technological innovation on platforms, as Kelly Power explains. ...
Financial planning
Independent research into some of the issues confronting advisers who take the plunge “off-platform” also identifies occasions when it makes sense to move, writes Linda E...
Financial planning
A soundly-based adviser/client relationship offering real value will ultimately withstand clients’ disappointment with negative fluctuations on the share market, writes R...
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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...