financial advisers

People & Products

Guardian Advice adds three senior managers

In an effort to drive its growth strategy, Guardian Advice has expanded its senior managerial team with the appointments of John Gray, Patrick Casey and Richard Johnson....

Editorial

Tips for financial advisers choosing direct property

Forrester Cohen chief executive officer John Moore provides financial advisers with some recommendations on how to help clients choose the right direct property opportuni...

Policy & Regulation

FOFA passes, but confusion over enshrining 'financial planner'

The Government’s Future of Financial Advice (FOFA) legislation passed through the Senate yesterday, but there seems to be some confusion over whether the terms 'financial...

Financial planning

Cutting the pay-for-ratings model could be a 'game changer'

With submissions being considered by ASIC, it is essential that the financial services industry understands the potential ramifications of removing the current pay-for-ra...

Editorial

Superannuation asset allocation during a share market slump

Given the slowest share market recovery in years, many investors will wait it out before diving back in. But taking the same approach with asset allocation in superannuat...

Financial planning

Zenith rates ETFs

Ratings house Zenith has granted "recommended" ratings to BetaShares Australian High Interest Cash ETF and BetaShares Gold Bullion ETF - Currency Hedged....

Policy & Regulation

FOFA passes Senate

The Government's Future of Financial Advice (FOFA) bills have passed the Senate, moving the hard compliance date back to 1 July 2013....

Editorial

FOFA concessions may have an expiry date

Mike Taylor writes that the Federal Opposition has signalled some of the so-called ‘concessions’ extracted around the passage of the FOFA bills may not have a life beyond...

Policy & Regulation

Key FOFA 'concession' in question

The Federal Opposition has signalled it remains to be convinced about either introducing or supporting legislation which would restrict the use of the terms 'financial pl...

Financial planning

Financial advisers show 'maturity' in portfolio management

Active portfolio management will be the key to success in current financial markets rather than a reliance on investment products alone....

Financial planning

Satisfaction with financial advisers improves

Client satisfaction with their advisers' skills and reliability has improved significantly in the past six months despite stagnant share market performance....

Financial planning

Finding a good adviser down to 'chance': Robin Bowerman

Finding a good adviser is 'almost a matter of chance' according to Vanguard head of corporate affairs and market development Robin Bowerman....

Financial planning

SMSFs leaving financial advisers in the cold

The number of self-managed superannuation funds (SMSFs) using a RG146-compliant financial adviser has continued to decline, sitting at 52 per cent, according to Investmen...

Financial planning

Product providers want better portfolio administration solutions

Product providers are turning to software solutions to help them get new investment products to the market ahead of legislative changes, according to Bravura Solutions he...

Editorial

The shifting centre of gravity for global markets

The global economy’s centre of gravity is shifting before our eyes and financial advisers need to be ready to talk about the new risks and opportunities with their client...