financial advisers

Financial planning

Retail investors need better understanding of direct equities - Instreet

Australians are continuing their push into SMSFs, but most financial advisers have not thought about the risks associated with a direct equity portfolio, according to Ins...

Policy & Regulation

Government placed on notice to answer FOFA questions

The Opposition is demanding the Government reveal the costs and benefits of its FOFA legislation....

Financial planning

ISN/Rice Warner study highlights need for independent research

The Financial Planning Association (FPA) and Association of Financial Advisers (AFA) question the validity of research commissioned by a party with a vested interest....

Financial planning

ISN/Rice Warner study highlights need for independent research

The Financial Planning Association (FPA) and Association of Financial Advisers (AFA) question the validity of research commissioned by a party with a vested interest....

Financial planning

Financial planners and investors stay cautious

Australian investor sentiment has hit one of its lowest points, according to the latest Wealth Insights Investor Sentiment Index....

Policy & Regulation

Financial planning industry vigilant on FOFA bill timing

The financial planning industry is remaining vigilant despite Government assurances on FOFA bills' debate timing....

Policy & Regulation

FOFA to trigger 35,000 job losses, says Richard Klipin

As many as 35,000 people in the financial advice industry will lose their jobs if the proposed FOFA reforms go ahead without amendment, according to the Association of Fi...

Editorial

Why income protection is behind the times

Many definitions within life insurance have been subject to drastic changes as time rolled past. However, Col Fullagar notes income-protection cover definition is one of ...

Policy & Regulation

Material differences between FOFA policy and delivery

ASFA has pointed to "material differences" between what the Government has promised on FOFA and what is contained in its draft legislation....

Financial planning

Financial planners hold more in cash and term deposits

Financial planners have continued to steer clear of growth assets while more than doubling their portfolio allocation to term deposits in the past year....

Financial planning

Omnium makes comparison apps free

Specialist financial services technology provider Omnium announced this week it had made all its iPhone and Android applications for life insurance comparisons free....

Financial planning

FOFA to drive online technology demand, says Provisio

Provisio has forecast that the demand for online financial advice technologies is set to surge as the industry grapples with ways to lower the cost of delivering advice i...

Financial planning

ASIC warned to stay independent

ASIC has been placed on notice to adopt a more independent stance in the wake of the regulator having presented a Parliamentary Joint Committee (PJC) with preliminary dat...

Financial planning

BetaShares appoints educator to head portfolio construction

BetaShares has appointed University of New South Wales lecturer Dr Tony Rumble as head of portfolio construction....

Financial planning

ASIC warned to stay independent

ASIC has been placed on notice to adopt a more independent stance in the wake of the regulator having presented a Parliamentary Joint Committee (PJC) with preliminary dat...