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FINANCIAL ADVISERS
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...
Editorial
Mike Taylor writes that legally enshrining the term ‘financial planner/adviser’ is a necessary step towards creating a barrier to an industry being tarnished by spivs and...
Financial planning
Estate planning is more than just writing a Will and certainly isn’t something that should be left until the last minute, writes Anna Hacker....
Financial planning
Macquarie Financial Planning Software has launched a new online solution and upgraded its product set....
Financial planning
Mathias Cormann, David Whiteley and John Brogden to debate MySuper implications in Sydney next week at a joint Money Management/Association of Financial Advisers thought ...
Financial planning
Financial advisers will be able to better track key performance indicators as a result of new tools launched this week by Securitor....
Financial planning
With one-stop-shop and non-aligned dealer group Yellow Brick Road recently announcing plans to recruit wealth professionals disenchanted with the institutional environmen...
Life/Risk
The importance of life/risk sales to financial advisers' revenue streams has been underscored by the latest data released by research house DEXX&R....
Financial planning
An updated code of conduct being developed by the big four banks and the Australian Bankers' Association should look to implementing a ban on conflicted remuneration, acc...
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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...