financial advisers

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

Planners expect too much, say researchers

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

A pendulum swings both ways

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

Morningstar rises up and over rivals

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...

Rate the raters

What financial advisers want from research houses

The Money Management Rate the Raters survey of dealer groups and advisers offers an annual snapshot of what is important for end-user clients of the products on offer by ...

Editorial

No substitute for face-to-face

While a recent Money Management/Association of Financial Advisers thought leadership breakfast traversed the manner in which FOFA has accelerated the penetration of techn...

Financial planning

Mason Stevens launches Magellan managed account

Mason Stevens has launched a managed account product based on the Magellan Global Equity Model Portfolio. ...

Financial planning

Most planners still not FOFA-ready

An Investment Trends survey conducted two months before FOFA came into effect revealed only 23 per cent of financial planners felt ready....

Financial planning

Uncomfortable legal precedent for planners

A technical issue which prompted AFS Group not to establish a trust account via which it could remunerate authorised representatives has ended up denying those planners t...

Financial planning

ANZ to invest into promotion of Wealth division

ANZ has confirmed its plans to invest into the marketing activities promoting the ANZ Wealth brand, but there are no concrete plans to rebrand OnePath. ...

Financial planning

Why finding quality licensees is easier than ever

Thanks to the best interests duty financial advisers now have a better chance then ever to identify quality licensees, writes Anne Fuchs. ...

Financial planning

ASIC to remove adviser training register

ASIC is proposing to step away from approving training courses for financial advisers, leaving it to education providers to self-assess their own courses....

Funds management

Macquarie Wrap grows FUA

Macquarie Wrap has reached $4 billion in funds under administration (FUA) for its Consolidator Series of investment, superannuation and pension accounts....

Financial planning

Pay adviser remuneration daily, says Synchron

Synchron’s John Prossor claims a repeat of the AFS brokerage losses can be avoided by paying advisers without delay....

Financial planning

Top tips for financial advice businesses

There are many aspects involved in running a successful financial planning practice, including the things clients can see and the things that lie beneath the surface. Mil...