FINANCIAL ADVISERS
Financial planning
With fee disclosure requirements for financial advisers just around the corner, Adviser Logic managing director Gundeep Sidhu says that he is still seeking clarity from d...
Editorial
Mike Taylor writes that FOFA is already beginning to change the shape and texture of the financial planning industry – something likely to be reflected in a rash of annou...
Superannuation
The SMSF Professionals' Association of Australia (SPAA) has signed up to a UN committee that supports approximately 300,000 advisers globally....
Editorial
Some of the biggest companies in the world are based in emerging markets. Perhaps it is time to let go of old-fashioned views and seriously consider this sector, writes J...
Financial planning
Synchron's Don Trapnell says some licensees are guilty of creating a "Hotel California" syndrome by imposing unreasonable conditions on exiting advisers....
Life/Risk
Improving consumer demand and sales volumes have bolstered life/risk adviser sentiment, according to the latest Zurich index....
Financial planning
It used to be poor perception, but new research suggests the reasons for low take-up of financial advice are changing....
Financial planning
IOSCO recommends protections for investors who are direct-sold complex financial products....
Financial planning
Many baby boomers would prefer to handle their own affairs, according to a new superannuation survey....
Superannuation
This year is set to be one like no other for self-managed super fund (SMSF) advisers, according to the SMSF Professionals' Association of Australia (SPAA)....
Editorial
There are signs a lack of precision in the legislation has left too much to the interpretation of ASIC in translating FOFA into workable regulations....
Life/Risk
Risk commissions paid to advisers have been under attack for some time. If they were to be completely eliminated, however, what would be a viable alternative? Col Fullaga...
Financial planning
Financial planning licensees need to take a close look at their Approved Product Lists (APLs) to ensure they are sufficiently broad, according to Minter Ellison partner R...
Financial planning
Following its launch last year, broking and advisory firm Octa Phillip Financial Group has been rebranded as PhillipCapital in line with the commencement of its parent co...
Financial planning
Engaging inactive clients will be one of the biggest challenges facing financial advisers in the post-FOFA world, according to executive general manager of advice and mar...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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...