FINANCIAL ADVISERS
Life/Risk
Buying a property presents an ideal time for clients to consider their insurance and estate planning needs, according to Smartline's Joe Sirianni....
Funds management
BT Financial Group has launched a new product aimed at risk-averse clients that guarantees a 'minimum outcome' at the end of an agreed term....
Financial planning
Synchron director Don Trapnell has called the FSC's proposed adviser remuneration model anti-competitive....
Editorial
Select Asset Management’s Dominic McCormick says it’s time investors reduced their reliance on simplistic risk categories in asset allocation....
Financial planning
Many financial advisers are avoiding structured products in a bid to maintain simplicity, transparency and liquidity in their clients' portfolios....
Editorial
Mike Taylor writes that codes of conduct are only effective when those who sign up genuinely appreciate the consequences that follow a breach....
Financial planning
Rapid growth of some financial services licensees has caused regulator concern due to many of them lacking support systems for larger numbers of advisers....
Financial planning
In meeting their best interest duty, Russell Investments director of client investment strategies Scott Fletcher said financial advisers might have to go beyond third par...
Financial planning
As financial advisers seek new ways to save time on their processing needs, AIA Australia has enhanced its online quoting and application solution in order to meet a grow...
Financial planning
The expected life span of an individual is one of the great unknowns in retirement planning yet Australians continue to underestimate the significant effect of longevity ...
Financial planning
Advisers are returning to the relationship model to deal with the changes evolving out of FOFA....
Financial planning
Financial advisers are well-placed to assist clients through the estate planning process, but the complexity of drafting a binding Will may require more technical and com...
Superannuation
The AFA's Brad Fox says the Government's approach to MySuper legislation appears to have been a foregone conclusion because the Government released its majority report ju...
Financial planning
The Coalition has indicated it has already drafted changes to FOFA legislation that it will implement if it wins office....
Financial planning
The AFA has launched a white paper called Pathways to Excellence, which analyses what clients want from advice businesses....
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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...