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FINANCIAL ADVISERS
Financial planning
RI Advice Group has rejigged its financial adviser agreements, adopting a 'practise what you preach' mentality when it comes to fee for service....
Financial planning
A recent newspaper advertisement that equates financial planning with the sale of financial products misunderstands the role of advisers, says AFA chief executive Richard...
Financial planning
ANZ's Paul Barrett says educating consumers is the key to growing adviser credibility....
Tools & guides
How is the ‘bring forward rule’ triggered, and what happens when the $450,000 cap is only partially used at or around the time a client turns 65? Colonial First State's t...
Editorial
Platforms have been around for 25 years, but there seems to be a feeling among some industry players that it’s time for a fundamental rethink about the sector, writes Luc...
Financial planning
New technologies and social media are becoming less of a fad and more of an essential business tool, offering opportunities in key business areas such as gaining referral...
Financial planning
Wealthtrac has re-signed its service level agreement with ANZ Wealth's wholesale platform provider, Oasis Asset Management....
Funds management
Macquarie Wrap has gone back-to-back in being rated first in the annual Wealth Insights Platform Service Level Reporting Rankings, with Colonial FirstChoice again rated s...
Financial planning
Lifeplan Funds Management has upgraded NextGen Investments Lifeplan Education Investment Fund investment products as part of a move to comply with the new FOFA regulatory...
Financial planning
Asgard has launched a new website aimed at helping financial advisers manage critical dates and client communications associated with the end of the financial year....
Policy & Regulation
The financial advice industry's FOFA lobbying effort has highlighted the need for a united voice, according to a panel of experts....
Superannuation
Financial planners as well as super funds targeting clients have to develop a new holistic model of advice to attract the younger generation of superannuation asset holde...
Financial planning
The Australian Taxation Office (ATO) has urged taxpayers to seek independent financial advice before entering so-called tax avoidance schemes as they prepare to lodge the...
Superannuation
The Federal Government has been accused of taking a "backward and capricious step" by altering the tax settings on superannuation in the forthcoming Federal Budget....
Financial planning
The Association of Financial Advisers has rebuilt their website to allow increased interactivity....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...