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FINANCIAL ADVISERS
Editorial
Apart from volatile markets and investor sentiment, this year has also seen major policy developments, new investment trends and key career and business moves. Tim Stewar...
Financial planning
A pool of advisers and analysts will transfer from Investorfirst to Wilson HTM after the pair signed a non-binding agreement to share resources and promote core business ...
Financial planning
Experienced financial planners who are buying or selling a relatively small book of clients may decide to use a legal template for the transfer agreement and accept the r...
Financial planning
The Shadow Assistant Treasurer, Senator Mathias Cormann, confirms he remains to be convinced on the need to legally restrict use of the term 'financial planner/adviser'....
Financial planning
AMP Horizons has made changes to its advice processes after they were found wanting by the Australian Securities and Investments Commission (ASIC)....
Funds management
There are signs that investors may be embracing hope, according to Hyperion's Tim Samway....
Editorial
Richard Klipin made a shock exit from the Association of Financial Advisers to join ANZ-owned dealer group millennium3 in 2012....
Financial planning
Specialist financial planning software provider IRESS announced this week it had released a new mobile application – XPLANtouch....
Financial planning
A financial adviser has raised concerns about some of the marketing strategies used by banks to sell life insurance, which could have a negative financial impact on risk ...
People & Products
Brad Fox confirmed as full-time replacement for Richard Klipin as AFA CEO....
Financial planning
With regulatory changes and increased professionalism set to dominate 2013, "doing nothing is not an option" for practice principals, according to Seaview Consulting dire...
Superannuation
The Coalition doesn't believe the 1 July 2013 implementation date for MySuper is realistic, according to the Shadow Minister for Financial Services, Senator Mathias Corma...
Financial planning
IRESS has announced the launch of XPLANtouch, a tablet app that allows financial advisers and clients to access personal and financial data and more easily track their pr...
Financial planning
The provisions concerning general advice raise more questions about where the line is drawn between personal and general advice, according to King & Wood Mallesons specia...
Superannuation
Super funds should not have to provide a significant event notice to their members if the replacement of a MySuper product is 'suggested', according to the Association of...
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MARKET INSIGHTS
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...