FINANCIAL ADVISERS
Financial planning
It was Michelle Tate-Lovery's drive to professionalism and focus on client education which won her the 2012 Money Management Financial Planner of the Year title. Milana P...
Financial planning
Financial planning clients remain sceptical about their fees regardless of their wealth levels, according to research by the International Centre for Financial Services (...
Superannuation
A global investor study by the State Street Centre for Applied Research has found that a significant number of Australian investors harbour serious concerns over upcoming...
Financial planning
Most retail investors rely on themselves, their friends or family or the media for investment advice rather than seeking advice from a financial planner or stockbroker, a...
Life/Risk
We are all guilty of ticking a box saying we have read the offer terms and conditions when in fact we have not. Col Fullagar lists the contents of some of the more common...
Financial planning
The best interests duty appears to have regulatory deficiencies which could be described as the elephants in the room, according to David O’Reilly....
Financial planning
Money Management Platforms and Wraps seminar hears FOFA will not unduly undermine the smaller independents....
Financial planning
Advisers should assess the impacts of factors such as changing remuneration models away from commissions when considering an upfront cash payment to switch licensees....
Editorial
With ASIC's Peter Kell pointing to a level of life insurance policy churning to warrant regulatory concern, it is time for a clear definition of 'churn'....
Financial planning
There are terms hidden in the upcoming Future of Financial Advice (FOFA) legislation that every financial planner must be familiar with. ...
Life/Risk
The Financial Services Council (FSC) is understood to be close to reaching a compromise on its so-called Life Insurance framework which, if agreed, would give advisers a ...
Editorial
Australian financial advisers haven’t exactly embraced ETFs, despite the sector growing in popularity each year. Janine Mace finds adviser education is vital....
People & Products
Richard Klipin has been appointed new chief executive officer of ANZ-owned millenium3....
Funds management
The Australian Securities and Investments Commission (ASIC) has released an updated investor guide on unlisted property schemes, urging investors to seek financial advice...
Financial planning
AFA chief executive Richard Klipin to depart to take up role with ANZ Wealth....
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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...