FINANCIAL ADVISERS
Policy & Regulation
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...
Financial planning
Specialist financial services iApp developer Omnium has unveiled what it says is the first iPhone application for risk insurance, branded for UK dealer group Openwork....
Financial planning
A new service has been launched aimed at linking dealer groups with financial advice businesses....
Policy & Regulation
Those who argue opt-in is unnecessary fail to understand the nature of proposed FOFA reforms, according to Sydney University academic Joanna Bird....
Financial planning
The AIOFP has selected the OneVue platform as a new private label solution to partner with its privately owned Personal Choice Management platform....
Financial planning
A financial advice matchmaking service that seeks to match financial advice practices with dealer groups looking to acquire practices has been launched in Brisbane....
Life/Risk
BT Insurance has launched a range of new protection plans for homemakers and high net worth individuals as well as more flexible application processes for financial advis...
Superannuation
An increasing number of people travel to Australia as non-residents, accumulating some savings in the Australian superannuation system. Daniel Butler and Tina Conitsiotis...
Superannuation
Though the death of SMSFs may have been regularly predicted in years past, modelling within Deloitte's Dynamics of the Australian Superannuation System report, released i...
Superannuation
SPAA says financial planners, auditors and accountants needed the 12-month delay to FOFA implementation....
Editorial
The Government’s handling of FOFA risks entrenching an inappropriate advantage for superannuation funds with respect to the provision of financial advice, writes Mike Tay...
Financial planning
This is a great time for financial advisers to reflect upon the concept of change in itself, and review some truths about effectively managing change, writes Sue Viskovic...
Financial planning
After the introduction of the FOFA changes, financial advisers will need to use their soft skills to articulate the value of their advice. Chris Kennedy reports....
Financial planning
ASIC's regulatory framework around financial planner education is changing, which means many planners will have to pull their socks up and hit the books. Chris Kennedy re...
Policy & Regulation
All focus has turned to Opposition amendments and the attitude of the independents as Parliament prepares to debate the FOFA bills....
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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...