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FINANCIAL ADVISERS
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....
Financial planning
Eight-five per cent of financial planning practices do not formally ask their clients for feedback, according to Business Health director Terry Bell....
Financial planning
CommInsure has launched a new product which it claims will allow financial advisers the ability to offer clients quotes on CommInsure life insurance products anytime, any...
Financial planning
Financial advisers practising within managed discretionary account (MDA) arrangements may seek the stability of a larger, more established MDA operator in order to meet A...
Financial planning
For clients to be fully engaged with their financial affairs they must have enough knowledge to understand what’s happening and why, says business mentor Dean Lombardo....
Financial planning
Affinia’s Craig Parker discusses how customer centricity is emerging as the new practice business model. ...
Financial planning
Financial advisers can add value to their clients’ and their own businesses by capitalising on doing the things humans do best – and automating or eliminating the rest, s...
Financial planning
ASIC has imposed additional conditions on Lionsgate Financial Group’s licence after conducting a surveillance of its advice business....
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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...