financial advisers

Financial planning

Good financial advisers keep clients realistic

Clients respect financial advisers who keep their expectations realistic in the face of market gyrations....

Life/Risk

'Churning' should be addressed at the underwriting stage

In order to address the issue of 'churning' in life insurance, the responsibility should fall on the underwriter to determine whether to continue with an insurance policy...

Policy & Regulation

Mathias Cormann pays tribute to AFA and reiterates FOFA opposition

Opposition Financial Services spokesman Mathias Cormann has paid credit to the Association of Financial Advisers's role in FOFA negotiations and reiterated his opposition...

Financial planning

Financial advisers turn to video calling to enhance the client experience

Voice chat software such as Skype allows financial advisers to add more value to the service they offer to A and B clients, according to Zurich Financial Services. ...

Editorial

Removing the accountants' exemption

The industry is still waiting on an announcement from the Government following the decision to remove the accountants' exemption on providing advice on SMSFs as part of F...

Editorial

FOFA - signed, sealed ... delivered?

With the FOFA, Stronger Super and MySuper reforms finally taking shape, the financial services industry has a clearer picture of what the future holds, writes Chris Kenne...

Financial planning

Financial advisers shift to fixed income: PIMCO survey

Financial advisers have significantly increased their allocations to fixed income investments in the past 18 months and are likely to increase that further, according to ...

Financial planning

Shadforth developing C and D client offering

Shadforth Financial Group is in talks with platform providers and fund managers to offer low-cost enhanced asset class (EAC) investment options to low-value clients....

Tools & guides

Record of Advice (ROA) - why and when to use?

The option of using a record of advice has been available to financial advisers for a number of years. Samantha Hills clears confusion as to why planners would use one, w...

Editorial

Are alternative investments a missed opportunity?

In the current investment climate, alternative investments can provide valuable diversification. So why are investors still not jumping on the bandwagon? Freya Purnell re...

Financial planning

Well-off Gen Y women a good financial advice market

The rise of the younger, more affluent woman may present a golden opportunity for financial advisers looking to diversify their current client base....

Financial planning

Australian Unity expands financial adviser base

Over the past six months, Australian Unity Personal Financial Services has added 26 financial advisers to its business....

Financial planning

Financial advisers need to get 'back to business'

Financial advisers must better communicate the message of Australia's strong financials and get back to the business of providing quality education and understanding to c...