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FINANCIAL ADVISERS
Financial planning
As the industry moves towards a fee-for-service model, financial advisers need to better understand their service costs per client and adopt scaled advice solutions to se...
Financial planning
Colonial First State's FirstChoice platform has reached a milestone, achieving $50 billion in funds under administration....
Policy & Regulation
The Association of Financial Advisers tells its members it is time to move on with the new post-FOFA environment despite being wedged by the Govt and Industry Super Netwo...
Editorial
With term deposit rates still on a relative high and the annuities which help fund investors’ years in retirement, why should one bother with fixed interest? Tim Wong ans...
Financial planning
All financial advice is scaled to some extent, and 'there isn't some form of separation between holistic and scaled', according to ASIC senior executive leader Ged Fitzpa...
Financial planning
A new survey has revealed Asia/Pacific wealth managers are more optimistic about the outlook for 2012 and a soft landing in China....
Financial planning
Despite the largest institutions holding almost half the market share, the financial planning industry remains highly competitive, according to a report published by IBIS...
Life/Risk
With life insurance being placed in the ‘too-hard’ basket for many Australians, the industry has developed simple and convenient methods to take out cover. However, as Ti...
Policy & Regulation
The Future of Financial Advice reforms may have passed through the House of Representatives but there is plenty of unknown detail causing concern to the major association...
Financial planning
Financial advisers seeking more independence in providing a broader range of products and services need to take a pragmatic approach when making the decision to switch li...
Editorial
In the lead up to the Federal Budget it remains to be seen whether the Minister for Financial Services, Bill Shorten, will deliver on legislating the restricted use of th...
Financial planning
Private advisory firm Lachlan Partners has selected HUB24 as its preferred platform provider....
People & Products
AIA has boosted its retail team from 38 to 52, partly in response to an increased focus on advisers and dealerships....
Policy & Regulation
The best way to get more Australians receiving financial advice in the near future is the introduction of scaled advice, according to the Financial Services Council chief...
People & Products
In an effort to boost its consultancy services for trustees, financial advisers and accountants, Multiport has appointed Marjon Muizer as a technical services consultant....
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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...