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Financial planning
Guardian has begun offering free risk-based statements of advice to its financial planners using an in-house paraplanning service....
Superannuation
If the accountant's exemption is removed when the second tranche of draft Future of Financial Advice (FOFA) legislation is released shortly, it will have positive implica...
People & Products
Financial planning group Omniwealth has appointed a new director, Matthew Kidd, as part of the firm's plan to drive business growth and diversification. ...
Financial planning
A new survey suggests clients are not only OK with opt-in, but would prefer dollar fee invoicing from financial planners....
Funds management
With more and more investors wanting access to property investment advice, the expertise required is often beyond the scope of most financial advisers....
Editorial
This month, PortfolioConstruction Forum asked the research houses: What, in your firm’s view, is one of the big challenges facing the Australian funds research industry a...
Editorial
Claims management fees can span an ocean of contentious, sometimes confusing issues. In this first of a two-part article, Col Fullagar examines some common case scenarios...
Financial planning
Mortgage aggregator Vow Financial has entered the financial services sector to help brokers "quarantine" their clients against financial planners, according to chief exec...
Financial planning
A Victorian family who allege they lost $400,000 due to flawed investment advice is suing Morgan Stanley Smith Barney....
Superannuation
The predicted rise in voluntary savings and superannuation in Australian households will come at the expense of life insurance policies, according to IBISWorld chairman P...
Financial planning
Calls have been made by financial planners in the US to follow Australia’s lead for advisers to adhere to a fiduciary standard of care when providing clients with investm...
Financial planning
New research confirms a growing demand for good advice from Australia's high-net-worth individuals....
Financial planning
Cash remains king in the minds of many clients as they monitor the slow recovery from the global financial crisis and, as Benjamin Levy reports, it rests with advisers to...
Editorial
Regulators perpetually struggle to create a healthy environment for the provision of financial advice, however, Robert Keavney identifies several areas where they have mi...
Life/Risk
Insurers including Zurich, Asteron and ING have called on Treasury to reveal some of its intentions concerning commissions for life insurance....
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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?...