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FINANCIAL ADVISERS
Superannuation
Advisers need to be careful about whether parties are related when considering in-house assets in super, according to Scott Hay-Bartlem from Cooper Grace Ward....
Financial planning
The Financial Services Council's backdown on its 'churning' policy has been welcomed by the Association of Financial Advisers (AFA)....
Financial planning
As more financial advisers go down the specialist path, establishing a successful financial advice business in the new regulatory landscape may require a similar approach...
Financial planning
Macquarie has launched an SMSF toolkit to improve client engagement and support advisers in managing their clients’ SMSFs....
Life/Risk
In the ongoing debate about risk insurance fees versus commission, it’s time to think about the financial adviser's value proposition, writes Col Fullagar. ...
Financial planning
MLC-backed dealer group Godfrey Pembroke has added Tasmanian-based advice and accounting firm Collins SBA to its ranks....
Financial planning
Up-to-date insurance data feeds can improve practice management for financial advisers, but more insurers need to come on board, AFA chief executive Brad Fox said....
Financial planning
AFA canvasses concept that two-tiered code of conduct with ethics and providing good advice is more important than obviating opt-in....
Superannuation
New research released at SPAA conference suggests SMSF trustees need adviser help on investment allocation....
Financial planning
Financial planning dealer group WHK has selected Morningstar Australasia as its research provider....
Financial planning
The Financial Services Council (FSC) is set to seek class order relief from provisions in the Trade Practices Act in order to implement its anti-churning policy, accordin...
Financial planning
Advisers can improve the health and profitability of their business by getting involved in philanthropy, according to Shadforth Financial Group (SFG) national head of phi...
Financial planning
Many financial advisers are talking the talk when it comes to estate planning, but will they walk the walk? Tim Stewart reports that estate planning needs to be more than...
Superannuation
SPAA has urged auditors to register early with ASIC to ensure they can undertake SMSF audits from 1 July 2013....
People & Products
Sentry Financial Group looks to retain, develop and recruit life risk advisers with the creation of a new marketing and wealth protection role. ...
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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...