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Financial planning
Complex retail products will come under the ASIC's scrutiny due to poor market returns and growth in the self-managed super fund (SMSF) sector....
Editorial
While FOFA and a number of other factors have seen many planners moving under the umbrellas of the major banks and institutions, the independent financial advice sector i...
Editorial
On all the available evidence, the financial services industry is well on its way to finding a remuneration formula capable of meeting both the Government's requirements ...
Editorial
AMP Capital's Craig Keary warns investing in term deposits may prevent investors reaching their financial goals and suggests other ways to find yield....
Financial planning
Morningstar Australasia has been selected to provide software and research tools to financial advisers using Netwealth investment and superannuation platforms....
People & Products
Franklin Templeton has appointed Holly Old as a BDM in its retail advice distribution team, the sixth addition to the firm's advisory services team in the past year....
Financial planning
The AFA has announced five finalists for its annual Rising Star of the Year award, with the winner to be announced at the association's annual conference on the Gold Coas...
Editorial
The popularity of term deposits is currently so high that other product providers need to fight for a little bit of airspace. But is it just a matter of time until term d...
Financial planning
Suncorp's Sarina Raffo says working mums represent a potentially large client segment for planners and outlines the areas where they need financial advice....
Tools & guides
Finametrica founder Paul Resnik argues that risk profiling tools are all very well, but it is a financial adviser's ability to use those tools that really matters....
Financial planning
A panel of experts including Stephen van Eyk will next month traverse the thorny issue of the signs advisers will need to recognise when looking to move clients back into...
Financial planning
The prolonged lull in investments markets, coupled with the pressure to comply with the new regulatory regime, is taking its toll on some planners' mental health....
Financial planning
Improvements to advice delivery solutions may assist financial advisers in running a smoother business, but it can also pull them away from their core proposition of prov...
Funds management
Australian financial advisers plan to increase client allocations to global, favouring managed funds over direct equities, according to a Zurich survey....
Editorial
A Money Management/Association of Financial Advisers forum dealing with the Financial Services Council’s framework on life/risk remuneration uncovered strong feelings and...
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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...