financial advisers

Life/Risk

AFA says look beyond advisers on churn

AFA insists any examination of churn and self-regulation must look beyond the adviser channel....

People & Products

AFA makes new board appointment

The AFA has appointed Deborah Kent to its board as NSW director, replacing Mark Hoskin....

Superannuation

New SMSF administration platform launched

Another new administration platform has been launched into the SMSF market - CleverSuper - with the founders inviting 250 advisers to become "founding partners"....

Editorial

Why international equities are back in favour

Investing in equities offshore has for the past few years been a quick way to add some negatives to a balance sheet, and even the most hardened investors found the going ...

Accounting

Chan and Naylor expands into SA

Accounting and wealth advisory firm Chan and Naylor has expanded its distribution network into South Australia with its third joint venture (JV) partnership of 2013....

Accounting

TASA bill back to committee

First it was off, now it’s back on as the independents support the TASA bill going to the PJC....

Financial planning

Advisers embrace social media at a rapid pace

The growing use of mobile devices has resulted in financial advisers embracing social media faster than ever – and at a more rapid pace than the overall community....

Accounting

TASA bill set for tabling this week

FPA and AFA make last-ditch call for financial planner elements of TASA bill to be removed to allow appropriate review....

Superannuation

Corporate super advisers seek new model

Corporate super advisers will need to team up with super fund administrators to ensure a continuation of their revenue stream as a result of the combined effects of the F...

Financial planning

AFA says insurers must play role in churn talks

AFA chief executive Brad Fox says the AFA will re-engage with the FSC around churn but that the major insurers must also ante up....

Financial planning

Enshrinement passes House of Representatives

Only the Coalition in the Senate stands between the passage of the legislation enshrining ‘planner’/‘adviser’....

Superannuation

FOFA-proofing needed on portfolio construction

Financial planning firms operating in-house portfolio construction functions face having to 'FOFA-proof' against looming operational risks embedded in the Future of Finan...

Financial planning

Soft skills advice leads to better business performance

Financial advisers who focus on communication with clients benefit at the bottom line...

Policy & Regulation

Gearing instalments’ FOFA impact

Planners receiving remuneration based on clients’ gearing instalments may have to adjust pre-FOFA....

Financial planning

Ensuring the long-term success of your financial advice practice

Just like any other business, financial advice practices need to think about sustainability. Marc Fabris explains how to make sure your business enjoys many happy birthda...