FINANCIAL ADVISERS

Editorial

With every investment management firm claiming it is different from its competitors, Allan Gray asks what it means to be contrarian....

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Financial planning

The financial services industry seems to be slightly oversupplied by financial advisers, brokers and dealers, according to the Clarius Skills Index....

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Financial planning

Risk product features have become one of the top drivers of satisfaction among independent financial advisers, according to the 2012 Macquarie Life Satisfaction Survey....

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Life/Risk

Regardless of the final shape of the FSC's proposed risk insurance framework, significant change is inevitable for the businesses of risk advisers, according to Guardian ...

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Top 100

OnePath has remained at the top of the insurance game over the past 12 months and has again been named Money Management/Dexx&r's Risk Company of the Year....

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Tools & guides

Col Fullagar explains why the resources a financial planner spends on networking may be better served on a well-planned joint venture....

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Life/Risk

Financial Services Council chief executive John Brogden has defended the FSC's position with regards to a controversial insurance commission policy, but apologised if it ...

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Financial planning

A former WealthSure financial adviser has appeared in court facing 22 fraud charges brought by the Australian Securities and Investments Commission....

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Superannuation

Where an SMSF has bought property, the break-up of assets may be problematic during a divorce, explains Michael Hallinan....

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Superannuation

Financial advisers should encourage the children of SMSF trustees to join the SMSF as members to lower their administration costs and as a way of engaging the younger gen...

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Financial planning

The Australian Securities and Investments Commission (ASIC) has alleged in court that a South Australian adviser misappropriated $3.1 million in client funds....

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Financial planning

Asgard’s Infinity eWRAP reached a milestone this week – passing $2 billion in funds under management....

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Financial planning

Independent superannuation and investment platform provider Wealthtrac has announced a new pricing model aimed at attracting financial adviser interest....

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Financial planning

Non-aligned dealer groups are having to adopt a creative approach to filling the revenue shortfall left by bans on volume rebates....

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People & Products

A new head of wholesale and a national account manager have joined the ranks of Fidelity Worldwide Investment's Australian team....

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Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months 2 weeks ago

A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...

3 weeks 1 day ago

Prime Minister Anthony Albanese has confirmed who will succeed Stephen Jones to serve as the Assistant Treasurer and Financial Services Minister. ...

4 days 21 hours ago

ASIC has permanently banned a former Perth adviser after he made “materially misleading” statements to induce investors. ...

2 weeks 1 day ago