financial advisers

Financial planning

Ethical investing leads to more loyal advice clients

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

Why financial advisers must learn to speak their clients' language

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

BT launches website to keep financial advisers in the loop

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 takes profit hit

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 named Research House of the Year for 2012

Lonsec has once again snatched the Money Management Research House of the Year title. However, Morningstar and Mercer are catching up....

Superannuation

Financial advisers a SMSF insurance hurdle

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

BetaShares grows distribution coverage

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 rise of dynamic asset allocation

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

SMSFs in the dark on life insurance products

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

Financial advisers questioning practice ownership

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

How much is a financial adviser’s independence worth?

John Hewison believes the financial planning industry cannot move much forward until the link between product and advice is broken....

Financial planning

FPA upgrades consumer website

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

Using technology for lead generation

Boutique financial advisory firms may be able to improve their lead generation capabilities through the use of technology and social media....

Policy & Regulation

Reasons to delay FOFA implementation don't stack up

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...