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FINANCIAL ADVISERS
Financial planning
When AFA chief Brad Fox asked Roadshow attendees in Sydney to put their hands up if they thought the financial advice industry was a profession, only 5-10 per cent of peo...
Financial planning
Financial advisers tend to over-estimate the average investor’s knowledge of financial markets – but social media could help to stem this trend, a US study has found....
Financial planning
Planners are already changing their commercial decisions on business acquisitions because of grandfathering issues. ...
Editorial
Barry Lambert looks at the underlying value of an AFSL, why you might avoid buying one and the likely impact of licensing accountants. ...
Financial planning
The AFA is working with Treasury to prevent the loss of grandfathering on existing clients when advisers change licensees. ...
Financial planning
OneVue has upgraded its Unified Managed Account platform to offer two separate investment package options plus a simplified fee structure....
Life/Risk
Cultural shifts over the last few years might have resulted in consumers driving churn, according to an insurance executive....
Financial planning
The concept of trust in financial planning has reached a critical juncture, writes Geoff Rimmer, and only bold measures will restore it. ...
Editorial
A strategy for winning the Tour de France has a surprising number of elements in common with winning the race in investing and financial planning, according to Edward Smi...
Life/Risk
Col Fullagar spoke about the so-called claims management bullies earlier this year at the Money Management Risk Issues workshop. In this second part of his presentation h...
Financial planning
The chairman of the Senate Committee reviewing ASIC laments that its greatest successes appear to have occurred after the damage has already been done....
Financial planning
ASIC signals it will look to the most senior levels when it detects a bad compliance culture....
Financial planning
Association of Financial Advisers (AFA) chief executive officer Brad Fox has called for a new life insurance awareness campaign after a white paper revealed a huge gap be...
Editorial
The financial services industry’s approach to post-retirement has long been regarded as stale. Critics’ voices have become ever louder and, as Janine Mace reports, the in...
Editorial
When Commonwealth Financial Planning was subjected to an enforceable undertaking imposed by ASIC in 2011, it was the subject of a good deal of media coverage in Money Man...
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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...