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FINANCIAL ADVISERS
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...
Financial planning
Mortgage Choice Financial Planning has embarked on the 'soft launch' of the mortgage broker's planning business, opening the doors to two new franchises....
Financial planning
Securitor advisers will now have access to business performance tracking tools as part of an initiative to strengthen practice valuations....
Editorial
Financial advisers must be conscious of making their advice easy for clients to understand and knowing the difference between wants and needs, writes Mark Knight....
Financial planning
Decimal's Jan Kolbusz says cloud technology could be the key to providing end-to-end, seamless financial advice....
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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...