FINANCIAL ADVISERS
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....
Superannuation
A gap in knowledge has been identified as the main reason for the decline in the purchase of life insurance cover by SMSFs, AIA has found....
Financial planning
With remuneration models under scrutiny in the face of significant regulatory overhaul such as the removal of volume rebates due to Future of Financial Advice reforms, ad...
Financial planning
John Hewison believes the financial planning industry cannot move much forward until the link between product and advice is broken....
Financial planning
The Financial Planning Association has upgraded its consumer-facing website in a move it says is designed to help Australians make informed financial decisions....
Financial planning
Boutique financial advisory firms may be able to improve their lead generation capabilities through the use of technology and social media....
Policy & Regulation
Despite FOFA reforms now being imminent, there are several regrettable reasons many businesses are using to delay addressing the changes, according to a paper from PwC an...
Funds management
IOOF is using the shift to complementary wealth accumulation strategies to try to drive up the use of investment bonds in the longer term....
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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...