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FINANCIAL PLANNING
Editorial
Association of Financial Advisers chief executive, Brad Fox, argues that planners will need to become increasingly adaptive to cope with the rapid rate of change occurrin...
Editorial
Financial planners should brace themselves for a further period of political and policy uncertainty and possibly rue the lost opportunities of 2013-16. ...
Financial planning
A Money Management survey has revealed significant concerns about vertical integration and a willingness to see it examined by a Royal Commission....
Financial planning
NAB’s insurance transaction with Nippon Life has resulted in consolidation and the creation of the largest retail super fund....
Financial planning
There are suggestions that the make-up of the new Federal Parliament makes a Royal Commission into banking and financial services inevitable. What do you think?...
Financial planning
The AFA is waiting for the Government’s announcement of its ministry before heading to Canberra for policy discussion, and has urged all sides of politics to prioritise t...
Financial planning
An ASIC review of allegations against IOOF has substantially cleared it on insider trading allegations but has imposed a comprehensive review by an external compliance co...
Financial planning
Most financial planners want definitive ownership of their clients with many only wanting to pay for those dealer group services they actually use....
Financial planning
The Life Insurance Customer Group has taken aim at the FSC once again for its role in achieving a carve-out for direct insurance in the Life Insurance Framework. ...
Financial planning
Dealer groups have been an integral part of the financial planning industry but do they remain relevant in a post-FOFA increasingly technological world?...
Accounting
A former accountant and PIS authorised representative is facing ASIC charges alleging fraud amounting to $800,000....
Financial planning
New research from Investment Trends reveals planners are more willing than ever to switch both platforms and planning software in the pursuit of better outcomes....
Funds management
LIM Advisors has proposed to wind up the AMP Capital China Growth Fund (AGF) in an open letter to all unitholders....
Financial planning
Advisers were spending 30 hours a week on administration but only nine hours meeting clients face-to-face despite a desire to meet clients more....
People & Products
JBWere has put aside its internal system and chosen to move to Praemium’s V-Wrap, with the agreement’s potential annual value sitting at around $1 million....
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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...