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Financial adviser interest in the margin lending market has skyrocketed, with seven out of 10 advisers increasing their use of gearing with clients in the past 12 months,...
Financial planning
Bluestone Equity Release is to offer financial services professionals a Sequal (Senior Australians Equity Release Association of Lenders) accredited training course addre...
Financial planning
The so-called ‘superannuation funds bank’, Members Equity, has issued a statement warning consumers against being sold into reverse mortgages by financial planners....
Financial planning
ING has introduced a toolkit to help financial planners ensure clients maximise benefits stemming from the changes to the superannuation framework before July 1, this yea...
Financial planning
The Investment and Financial Services Association has broadly welcomed a proposal by the Parliamentary Secretary to the Federal Treasurer, Chris Pearce, to introduce a $1...
Financial planning
Neil Kendall, Brisbane-based financial planner and fee-for-service advocate, has taken out the top prize in the 2006 Money Management/Advance Financial Planner of the Yea...
Financial planning
Financial planners’ performance has improved over the past two to three years, according to 28 per cent of Australians surveyed in the fifth annual Confidence in Corporat...
Life/Risk
In a bid to improve the time required and complexity of creating insurance and annuity quotes, CommInsure has launched an on-line, streamlined quoting system for financia...
Financial planning
Voting by financial planners for the BDM of the Year 2007 awards is now open....
Financial planning
In an effort to assist financial planners to implement client strategies that can take advantage of the changes to superannuation contained in the 2006 Federal Budget, AX...
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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...