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FINANCIAL ADVISERS
Policy & Regulation
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
Active portfolio management will be the key to success in current financial markets rather than a reliance on investment products alone....
Financial planning
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 is 'almost a matter of chance' according to Vanguard head of corporate affairs and market development Robin Bowerman....
Financial planning
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 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 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...
Funds management
Disillusionment with the funds management industry and a hunger for transparency among clients is fuelling a move towards direct equities....
Financial planning
Financial planners should be considering the age pension as part of their clients' financial risk model, according to Towers Watson Australian investment strategy head Ti...
Financial planning
The company which delivered Australian financial advisers an application to run risk insurance quotes on both Apple and Android devices, Omnium, has launched a similar of...
Life/Risk
Midwinter will be introducing a new addition to its insurance module which it claims will provide financial advisers with adequate research on legacy insurance products b...
Financial planning
Confusion appears to be the outcome of the Government's failure to answer questions about the provision of intrafund advice in the latest tranche of Stronger Super draft ...
Financial planning
A vast majority of financial advisers surveyed by Zurich are looking to re-balance their clients' portfolios to hold less cash in the next 12 months....
Financial planning
New research suggests the Eurozone crisis has accelerated the use of mobile apps to help financial advisers stay close to their high net worth clients....
Financial planning
Madison Financial Group has selected Morningstar Australasia as its investment research provider....
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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...