Research suggests financial planners are becoming increasingly reliant on risk advice to drive income, with the proportion of revenue derived from insurance increasing in...
Advisers are asking for help analysing what aspects of their business models need to evolve to survive as regulatory changes rapidly alter what is important in an advice ...
Some financial advisers who regarded ETF growth as merely cyclical and not structural are starting to change their position, according to a report published by ETF Consul...
The life insurance industry needs to continually improve their product offerings in order to bridge the underinsurance gap in Australia and deliver greater flexibility to...
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 clients remain sceptical about their fees regardless of their wealth levels, according to research by the International Centre for Financial Services (...
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...
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...
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...
The best interests duty appears to have regulatory deficiencies which could be described as the elephants in the room, according to David O’Reilly....
Money Management Platforms and Wraps seminar hears FOFA will not unduly undermine the smaller independents....
Advisers should assess the impacts of factors such as changing remuneration models away from commissions when considering an upfront cash payment to switch licensees....
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'....
There are terms hidden in the upcoming Future of Financial Advice (FOFA) legislation that every financial planner must be familiar with. ...
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 ...
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...