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FINANCIAL ADVISERS
Life/Risk
Knowing what to do to avoid major pitfalls at claim time is where advisers’ true value lies, according to Col Fullagar....
Financial planning
Generation X and Y high net worth clients require a different value proposition approach from financial advisers, according to Experience Wealth Advice managing director ...
Editorial
Dealer groups are not the only financial services companies being forced to adapt to the new FOFA environment, with Instreet Investment’s George Lucas explaining that fun...
Editorial
There would have been many in the Australian accounting community who last week breathed a sigh of relief when they read the documents to be dealt with by the APESB at it...
Financial planning
Financial advisers have echoed concerns by the Australian Lawyers Alliance that super tax changes will impact those who are catastrophically disabled, calling on the FPA ...
Financial planning
Financial advisers are spending considerable time and resources in developing their client presentation but falling short in the client interaction process....
Superannuation
AFA president Michael Nowak is calling for an amnesty on changes to super in next month’s Federal Budget in order to restore consumer confidence in the retirement system....
Financial planning
Due to conflicts surrounding the link between product and advice, large parents of financial planning groups should use monitoring mechanisms to ensure the advice provide...
Editorial
Many investors are paying active fees and ending up with index-like returns, writes Jonathan Ramsay....
Funds management
Australians who lost money investing in the now-collapsed LM First Mortgage Income Fund have limited opportunity to recoup losses due to bad advice, Slater & Gordon has w...
Financial planning
AFA has launched a new initiative to “connect and support” females across the financial advice industry....
Editorial
“If you don’t think financial advice on life insurance is a problem area for ASIC and for industry, please think again.” ...
Financial planning
The major industry bodies have welcomed the introduction of legislation into Parliament that will enshrine the terms ‘financial planner’ and ‘financial adviser’ in law....
Financial planning
Mortgage Choice Financial Planning is trialing a new charging model for its financial planning services, which will involve clients being presented with a pricing menu....
Financial planning
New research reveals high degree of indecision on codes of conduct and opt-in....
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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...