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FINANCIAL ADVISERS
Rate the raters
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
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 has launched a managed account product based on the Magellan Global Equity Model Portfolio. ...
Financial planning
An Investment Trends survey conducted two months before FOFA came into effect revealed only 23 per cent of financial planners felt ready....
Financial planning
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 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
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 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 has reached $4 billion in funds under administration (FUA) for its Consolidator Series of investment, superannuation and pension accounts....
Financial planning
Synchron’s John Prossor claims a repeat of the AFS brokerage losses can be avoided by paying advisers without delay....
Financial planning
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...
Financial planning
ISN chief David Whiteley has urged the next elected government to give FOFA a chance before abandoning it completely. ...
Financial planning
The Coalition’s Paul Fletcher reaffirms a change in Government will see a change to key elements of FOFA....
Financial planning
Lobby group National Seniors has called on ASIC to ramp up planner regulation as AFS Group investors face investment losses due to lapsed PI insurance policies....
Financial planning
AFA calls for clarity after Court rules brokerage account not reserved for advisers....
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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...