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FINANCIAL PLANNING
Financial planning
Financial advisers are spending considerable time and resources in developing their client presentation but falling short in the client interaction process....
Editorial
How much can platforms really help? Patrick Jackson questions the ability of platforms to create efficiencies in tackling the wave of regulatory changes coming our way. ...
Financial planning
Due to conflicts surrounding the link between product and advice, large parents of financial planning groups should use monitoring mechanisms to ensure the advice provide...
Financial planning
More than a dozen AFS practices have left the dealer group, with eight migrating to ANZ with others understood to have gone to BT and InFocus....
Financial planning
Greg Johnson from TAL discusses how advisers can easily use social media to promote customer engagement....
Editorial
The Government’s introduction of the legislation necessary to enshrine the term ‘financial planner/adviser’ coincided with the Conference of Major Superannuation Funds, r...
Financial planning
Industry executives are questioning the wisdom behind suggestions that financial planners should move their clients away from investment platforms....
Funds management
Morningstar’s review of the Asian equities and emerging markets funds space in 2012 has seen one downgrade and two upgrades, with Colonial First State achieving the highe...
People & Products
Australian Unity Personal Financial Serivces has recruited Ian McDermott as head of risk and compliance to assist the group with the final details of FOFA. ...
Accounting
APESB scheduled to deal with amended APES 230 approach on Friday....
Super funds will have to disclose all types of advice-related fees charged to members after the new APRA reporting standards take effect on 1 July. ...
Accounting
APESB board papers deliver APES 230 much closer to FOFA intent. ...
Financial planning
IRESS launches XPLAN app aimed at adviser market....
Financial planning
Sundaram Business Services aims for RG146 compliance for Indian-based personnel....
Financial planning
Despite reports to the contrary, OneVue has seen advisers flock back to platforms as regulatory changes force them to run their practices more efficiently....
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...