FINANCIAL ADVISERS
Life/Risk
When making a risk claim, clients will often be asked to undergo an independent medical examination. Col Fullagar explains the adviser’s role in ensuring the client is tr...
Financial planning
Praemium has added nine new model portfolios to its separately managed account (SMA) platform....
Financial planning
Having just emerged as the highest-ranked provider in the Wealth Insights research into service levels, Colonial First State (CFS) has announced a range of upgrades to it...
Financial planning
Specialist documentation provider Topdocs issues caution on appropriate documentation within SMSFs....
Editorial
Many advisers feel it’s time the investment train pulled away from the platform, but what sort of ride are they in for? Benjamin Levy reports....
Editorial
An important statistical snippet came to light during the hearings into legally enshrining the terms ‘financial planner/adviser’ – nearly 50 per cent of planners/advisers...
Editorial
There has been plenty of debate around the implications flowing from the limited licensing arrangement for accountants, but Greg Holman argues it can be a win-win for acc...
Financial planning
SFG may make another merger bid if WHK can restore its balance sheet....
Financial planning
Advisers should use Heart Week to educate their clients about the costs of heart disease and the need to take preventative measures, according to Macquarie Life....
Financial planning
Warning that FOFA fee disclosure requirements will create more problems than they fix....
Financial planning
The financial advice industry is mourning the loss of Synchron founder and director Paul Riegelhuth, who died late last week after an accident at his home on Sunday 28 Ap...
Editorial
Legal experts Samantha Hills and Grant Holley dissect the best interests duty and the obligations that come with it....
Editorial
With the Federal Budget, end of financial year and Federal Election looming, the financial planning industry is still facing a number of critical legislative loose ends. ...
Financial planning
Financial advisers’ behaviour flagged after complaints of inappropriate advice....
Financial planning
The financial services industry is bracing itself for Budget nasties as Treasury summons organisations for Friday talks....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...