FINANCIAL ADVISERS
Financial planning
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 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 has appointed University of New South Wales lecturer Dr Tony Rumble as head of portfolio construction....
Financial planning
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 has appointed University of New South Wales lecturer Dr Tony Rumble as head of portfolio construction....
Financial planning
OnePath has launched an online application called OneView Life, which allows advisers to see client and policy information for their inforce books in real time....
Financial planning
OnePath has launched an online application called OneView Life, which allows advisers to see client and policy information for their inforce books in real time....
Financial planning
Financial planning dealer groups will need to deliver greater value for money in their product and service offerings in order to stay competitive in a new legislative env...
Financial planning
Financial planning dealer groups will need to deliver greater value for money in their product and service offerings in order to stay competitive in a new legislative env...
Policy & Regulation
The Association of Financial Advisers (AFA) believes the weight of evidence presented to the PJC is enough to get FOFA back on track....
Policy & Regulation
The servicing of A and B clients will dominate and financial planners will be kidding themselves if they believe they can adequately service unduly large client books in ...
Financial planning
Bryan Ashenden tries to find a resemblance between the changes FOFA will bring to the financial advice industry and Charles Darwin’s Theory of Evolution....
Editorial
2012 will be the year of the savvy consumer - and the financial services industry is preparing for this new trend, writes Jim Minto....
Policy & Regulation
Amendments are needed to the Government's Future of Financial Advice (FOFA) legislation to enable financial advisers to appropriately deliver scaled advice, according to ...
Financial planning
The need to project the image of professionalism in the industry will present a continuing challenge for financial planners in the future, according to a white paper rele...
Never miss the latest news and developments in wealth management industry
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...