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FINANCIAL ADVISERS
Editorial
Col Fullagar examines the topic of pre-existing exclusion clauses in risk insurance policies....
Financial planning
Australia's key financial planning industry organisations have been heartened by a declaration by NSW independent Rob Oakeshott that he will oppose 'opt-in' when the Gove...
Financial planning
In an effort to enhance business-to-business and business-to-client relationships, Australian Financial Services Group Limited' (AFS) has backed mobile technology as the ...
Financial planning
Financial Services Partners (FSP) has launched a series of enhancements to its XPLan product which it says are aimed at helping financial advisers deliver more comprehens...
Policy & Regulation
The Labor Party's leadership struggles could distract the party from addressing issues related to the FOFA reforms, according to Association of Financial Advisers politic...
Editorial
IOOF has reported a six per cent decline in net profit in difficult markets, but is already seeing benefits from the DKN acquisition....
Financial planning
The Association of Financial Advisers (AFA) will require all adviser members to complete the AFA's ethics unit to attain the AChFP designation from 1 July this year....
Funds management
Securitor has launched a new investment research website which gives financial advisers access to product research and market commentary....
Financial planning
Asteron Life has released what it describes as a more comprehensive life insurance package for the independent financial adviser sector....
Financial planning
Bendigo Wealth has formed a partnership with Provisio Technologies under which the software firm will help Bendigo form a scaled advice offering....
Policy & Regulation
Regulatory uncertainty is causing the financial planning industry to contract and dissuading young graduates from taking up the profession, according to FSC chief John Br...
Policy & Regulation
Uncertainty over FOFA and a heavy compliance burden has led $70-million practice XPAL to join the ipac south australia stable....
Superannuation
The Government's draft changes to limited recourse borrowing arrangements with SMSFs have served to clarify the issue....
Superannuation
The use of separately managed accounts (SMAs) and managed discretionary accounts (MDAs) can improve SMSF reporting as well as the investment process, according to Multipo...
Financial planning
As more and more financial advisers turn to technology to enhance their business operations, a new mobile communication platform is helping to improve dealer group busine...
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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...