financial advisers

Financial planning

BT's Mark Spiers says a letter from Count Financial CEO David Lane to Securitor and Magnitude advisers actually belittles the important role advisers play....

Financial planning

Fees 'a byproduct of doing a good job'

Rather than getting hung-up on fees, planners should focus on providing sound financial advice and adding value, says Custom Wealth Solutions chief executive Chris Appley...

Financial planning

Westpac/BT outlines new structure while Count counters

Westpac/BT has outlined its new financial planning approach via BT Select while Count has moved to offer Securitor planners an alternative....

People & Products

AMP appoints new head of corporate superannuation

AMP Financial Services has announced the appointment of Libby Roy as director of corporate superannuation....

Financial planning

Count counters with offer to Securitor planners

Count chief executive David Lane has opened the door to Securitor planners he believes are feeling disenfranchised by the high sums paid to Count defectors....

Financial planning

ClearView snaps up six practices in July

ClearView Wealth has recruited six new financial planning practices in July, bringing the total number of advisers in the dealer group to 78....

Financial planning

ASIC bans unlicensed Sydney financial adviser

An unlicensed Sydney-based financial planner has been permanently banned from providing financial services by the Australian Securities and Investments Commission....

Financial planning

Financial planners shift away from managed funds

Financial adviser caution generated by the global financial crisis and its continuing aftermath has served to disguise a general shift away from managed funds, according ...

Policy & Regulation

AFA to establish FOFA implementation group

Association of Financial Advisers looks to take facilitative approach on implementation of the Future of Financial Advice regulations....

Funds management

'Activeness' dips across large-cap sector

Financial advisers should rethink the benefits of value-style share funds as active management falls across the Australian large-cap share funds sector, according to Morn...

Policy & Regulation

Planner fee models need to be FOFA ready

Elixir Consulting has urged financial planners not to leave it too late to remodel their pricing structures before Future of Financial Advice changes come into effect....

Superannuation

Estate planning considerations when commencing a pension

SMSFs need to carefully consider the estate planning ramifications before commencing a pension or their beneficiaries might face serious tax consequences, explains Nichol...

Financial planning

US financial advisers using LinkedIn for leads

The importance of LinkedIn as a lead-generation tool has been highlighted in a recent survey of American financial advisers....

Life/Risk

Restoring the logic to TPD insurance

Col Fullagar suggests that the need for an underlying logic in any risk insurance recommendation, including TPD, is an important component of safe advice....