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FINANCIAL ADVISERS
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....
Financial planning
Challenger’s Liquid Lifetime annuity provides a guaranteed income for life, the ability to keep pace with inflation, the potential to increase Age Pension benefits, and i...
Financial planning
Specialised financial advice practices will be a thing of the past due to their unsustainable business models, according to Seaview Consulting's Bob Neill....
Financial planning
Professional codes of conduct should be the responsibility of financial services licensees rather than industry associations in order to be fairer to consumers, according...
Accounting
With improvements to security and functionality, cloud computing is starting to play a central role in the way accountants deal with small- to -medium-sized enterprise (S...
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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...