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Financial planning
FOFA has radically altered the dynamics of financial planning platforms, generating new approaches across the industry and between platform providers....
Financial planning
DomaCom has signed a third national dealer group to its Foundation Partner program, which has now signed a total of 11 AFSLs that advise on a total of $3 billion....
Editorial
ASIC has been handed a mammoth task in delivering FOFA, underscoring the tiny window available to the financial services industry to prepare for the new regulatory regime...
Financial planning
Sonnie Bailey explores some of the sources of regulation which extend beyond what financial planners may think of as ‘regulation’, in the narrow sense of the term....
Financial planning
Institutions have been a 'safe port in the storm' for financial advisers, but may face a challenge to retain top advisers when markets recover....
Financial planning
There is some concern in the industry about the language used by ASIC in its consultation papers on the delivery of financial advice....
Financial planning
People who want financial advice are looking for stability and security - which is exactly what bank-aligned planners can provide them with, according to Hunts' Group dir...
Financial planning
Financial advisers can lower their costs and create more loyal clients by catering to environmental, social and governance concerns, according to Premium Wealth Solutions...
Editorial
Gloomy headlines have at least played a part in creating financial anxiety among Australian investors. Tim Browne explains why it’s important for financial advisers to us...
Financial planning
With legislative change sweeping across the financial services industry, BT Financial Group has launched a website designed to keep advisers up to date with the latest po...
Editorial
Prime Financial Group's NPAT dropped by a quarter in the 2012 financial year and FUM dropped slightly, although wealth management revenue grew by 11 per cent....
Rate the raters
Lonsec has once again snatched the Money Management Research House of the Year title. However, Morningstar and Mercer are catching up....
Superannuation
Lack of knowledge among financial advisers seems to be the main reason for the shortfall in the take-up of life insurance cover in the SMSF market, according to research ...
Financial planning
Amid uncertainty from financial advisers towards exchange-traded funds (ETFs), BetaShares has expanded its distribution coverage across 19 dealer groups and nine platform...
Editorial
The risk of using modern portfolio theory – like any model – is that if poor inputs go into the model, poor results come out. Michael Kitces explains....
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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...