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FINANCIAL ADVISERS
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...
Financial planning
Australia’s growing “class action mentality” and the emergence of litigation funders have created fertile ground for claims against participants in the financial services...
Financial planning
The major planning organisations expect the newly-elected Coalition Government to deliver on the promised changes to FOFA....
Financial planning
The Fold Legal launches three new online learning modules in its Financial Advice Series....
Life/Risk
Australian consumers are more engaged with life insurance than ever before, which could be the cause of increased lapse rates, according to chief executive officer of TAL...
Superannuation
ASIC will examine the underlying costs of operating a SMSF in next steps of its SMSF taskforce. ...
Life/Risk
Most people believe private health insurance will be sufficient if their child suffers an illness, which is why it is important for advisers to educate clients about the ...
Financial planning
Asteron Life has launched what it is describing as an "Adviser Support Package" which it says contains tools to help financial advisers better engage with their clients o...
Financial planning
Some sections of the financial planning industry do not have a full understanding of what research houses do and to what extent their ratings can be relied upon. ...
Editorial
Industry Super Network CEO David Whiteley has made an appeal to financial advisers to give FOFA a chance to work before rushing to have the reforms amended. ...
Rate the raters
Despite having a global presence and scale it was the specific product and services offered locally that have boosted the reputation of Morningstar, according to responde...
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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...