financial advisers

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....

Life/Risk

Direct life insurance sales growing

Direct life insurance will account for 40 per cent of all new insurance business by 2021, according to Plan For Life data....

Editorial

Financial planning has an image problem

Mike Taylor writes that the existence of large payments and the perception that a sales culture continues to exist in the financial planning space represents a dangerous ...

Financial planning

Wanted: female financial advisers

Women need financial advice, and the financial planning industry needs more women, writes AMP Horizons Academy's Tim Steele....

Funds management

Boutique fund managers - survival of the fittest

With less money going around, boutique fund managers are facing a dangerous period and those with unsustainable business structures are set to be driven out of the market...

Financial planning

'Sales' is not a dirty word, says Synchron

By convincing younger financial advisers that 'sales' is not a dirty word, Synchron has reduced the average age of its representatives by 10 years since 2006, according t...

Financial planning

Mutual trans-Tasman recognition of financial adviser qualifications

ASIC has formed an agreement with New Zealand's FMA which will allow advisers trained in Australia to have their qualifications recognised in New Zealand and vice versa....

Financial planning

Count Financial and BT Wrap seal distribution deal

Count Financial has joined with BT Wrap today to announce the two companies have renewed their distribution agreement....

Financial planning

Avenue Capital's 30 advisers join Lonsdale

Avenue Capital Management's 30 financial advisers across 15 practices will become authorised representatives of IOOF's Lonsdale Financial Group, IOOF has announced....