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FINANCIAL ADVISERS
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....
Financial planning
Australian investors expect the All Ordinaries index to return 8 per cent over the next 12 months, according to an Investment Trends Survey. ...
People & Products
The Association of Financial Advisers has made a number of changes to its board following chief executive Brad Fox’s decision to resign as treasurer....
Financial planning
The FPA remains a strong supporter of a complete ASIC-approved code of conduct, while the AFA claims an “opt-in specific” code would provide more freedom to financial pla...
Financial planning
Kathryn Wardrobe outlines the steps for preparing your fee disclosure statement (FDS)....
Financial planning
AFA survey reveals most believe accountants should be held to FOFA standard rather than APES 230....
People & Products
Zurich Financial Services has bolstered its life and investments team with two strategic appointments....
Life/Risk
We can buy everything online – clothes, shoes, cars, holidays – so it is only natural that the direct life insurance channel is becoming part of the online tsunami. How t...
Financial planning
The introduction of the Significant Investor visa gives advisers the opportunity to provide compliance and investment advice to business immigrants, as Macquarie Adviser ...
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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...