FINANCIAL ADVISERS
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. ...
Financial planning
AMP has made a new iPad app available to its Financial Advice Network advisers....
Financial planning
Planners and other key stakeholders with Australian Financial Services (AFS) have held a series of meetings over the past two weeks to consider the future of the dealer g...
Superannuation
Will 2013 be the defining year for self-managed super funds? Bryan Ashenden's policy overview discusses the implications for advisers....
Financial planning
A new survey finds advisers see the Future of Financial Advice reforms in a more positive light, citing efficiency as the most likely legacy of the new legislation....
Financial planning
Whether you are the adviser replacing a life insurance policy, or the one who recommended it in the first place, you should be fine as long as it's only ever about the cl...
Financial planning
The Association of Financial Advisers (AFA) has announced the launch of its 2013 GenXt Road Show with this year’s theme being The Age of Consumers....
Financial planning
Some financial services licensees claim parts of the regulatory guidance on scaled advice are still open to interpretation - which could potentially lead to liability iss...
Financial planning
The AFA has launched its 2013 GenXt Road Show, which kicks off in Hobart on 5 February and will visit Adelaide, Perth, Melbourne, Sydney and Brisbane....
Financial planning
Since the relaunch of the CARM Guided Planning System (GPS) as a free trial in October last year, there are now more than 250 financial advisers registered with the finan...
Financial planning
The financial planning industry has welcomed ASIC's guidance on fee disclosure, though some argue it should have applied only to new clients....
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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...