financial advisers

Policy & Regulation

SPAA will work with ASIC to develop its in-house code of conduct so that SPAA members are exempt from opt-in requirements when the FOFA reforms take effect....

Funds management

Bond ETFs shouldn't replace term deposits: Russell

Bond exchange-traded funds (ETFs) shouldn't replace term deposits in portfolios - rather, they should be used strategically to achieve investor goals, says Russell Invest...

Financial planning

ISN urged to stop anti-financial planner advertising post-FOFA

The Association of Financial Advisers and Financial Planning Association say the ISN has no justification for maintaining its anti-planner advertising post-FOFA....

Financial planning

Cross-ownership a barrier to good financial advice: ASIC

The ownership of financial planners by product manufacturers creates one of the main barriers to improving the quality of advice in Australia, according to ASIC....

People & Products

ClearView expands distribution footprint

ClearView has appointed Tony Smith state manager of Queensland and Tony Schiavello state manager of Victoria and Tasmania to take charge of promoting the company's life a...

Editorial

Margin lending without margin calls - the new reality

Can you imagine a margin loan without a margin call? Janine Mace finds the sector has been busy innovating....

Editorial

Why financial advisers must adapt to survive

Direct insurance is on the rise. Peter Smith discusses the ways in which financial advisers can adapt and stay relevant....

Editorial

Life insurance reforms create new opportunities

How do you keep a clear picture when the lines of life insurance are blurred? Damien Mu predicts that the distinctions that life insurance companies draw between group an...

Policy & Regulation

AFA ready with 'principles of practice'

The FPA's code of conduct will not be the only approach considered by ASIC, with the Association of Financial Advisers's principles of practice also ready for implementat...

Policy & Regulation

Divided industry in wake of FOFA bills

Strongly divergent views have emerged from Australia's major financial planning organisations in the wake of the FOFA bills, while the Opposition has made a policy commit...

Life/Risk

Financial Services Council to develop policy on churning

The Financial Services Council has announced it will consult with the industry on a policy to address the practice of churning in life insurance....

Financial planning

Financial Services Partners looks to attract planners

ANZ-owned dealer group Financial Services Partners is looking to attract new advisers to its licence with a range of services under the new 'FSP DNA' brand....

Policy & Regulation

FOFA bills pass House of Representatives

FOFA bills containing key opt-in amendments pass House of Representatives....

Policy & Regulation

AFA urges Bill Shorten's direct involvement

The Association of Financial Advisers urges Bill Shorten to become involved in FOFA discussion rather than allowing Industry Super Network to act as an intermediary....

Policy & Regulation

Fee-wary investors shun market neutral sector

Market neutral funds have been the best performing sector over the past five years, but high management fees are putting Australian investors off, according to research h...