FINANCIAL ADVISERS
Financial planning
We know what challenges lie ahead, but how will financial advisers handle them? Zurich's Philip Kewin sets out to gauge their readiness....
Policy & Regulation
From 1 July this year, planners will have to divide their client base into pre-FOFA and post-FOFA clients, according to Madison Financial Group head of compliance Cheyenn...
Financial planning
Excess cash holdings held by planners have grown substantially as investors continue to shy away from volatile markets, according to Investment Trends....
Life/Risk
Challenger may be driving a comeback in lifetime annuity products, says Plan For Life Actuaries and Researchers after reviewing 12 months of its sales to September 2012....
Life/Risk
Pricing structures for the risk insurance market will continue to converge over the next 15 years, according to Rice Warner Actuaries Risk Insurance Market Projections Re...
Financial planning
The new guidance on best interests duty implies asset-based fees are just as conflicted as commissions, according to Claire Wivell Plater....
Financial planning
FPA chief executive Mark Rantall counters Federal Opposition doubts by arguing there is a genuine need to enshrine the term 'financial planner/adviser' in law....
Editorial
2012 will stand as a watershed year for the Australian financial planning industry – the year during which the various elements of the Future of Financial Advice (FOFA) l...
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....
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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...