money management

Financial planning

Dealer groups should be held accountable, says Singh

Advisers have found in recent years that when it comes to legal matters, the buck stops with them. But are dealer groups being held accountable for their role?...

Editorial

What to consider when recommending insurance in superannuation

RetireInvest's Col Fullagar takes a look at insurance within superannuation and highlights the key aspects to consider....

Financial planning

Bring in fees, but keep them flexible: Consultum

Consultum head Stuart Abley argues while fee-for-service will benefit the industry, both advisers and clients must retain the right to choose their remuneration model....

Financial planning

ASIC launches nationwide licensee audit

The Australian Securities and Investments Commission is conducting an exhaustive audit of the operations of the country’s largest Australian Financial Services Licensees....

Life/Risk

Insurers need to reward loyalty

Insurers will need to look after existing clients and reward loyalty if they want to ensure continuing demand, according to ING....

Financial planning

Planner confidence lagging market rebound

Financial planners’ revenues may have bounced back with the increase in equity markets, but caution and conservatism remains amongst advisers, according to Centric Wealth...

Financial planning

Court decision casts doubt on Adviser Service Fees

Recent action in the NSW Supreme Court over the status of Adviser Service Fees when authorised representatives change licensees appears to have raised more questions than...

Editorial

Financial planners finish 2009 on their own terms

The Australian financial planning industry has finished 2009 having successfully surmounted a number of its greatest challenges, writes Mike Taylor....

Editorial

Financial planning commissions face extinction

While much remains unresolved about future government policy and the ultimate shape of financial planning regulation, a good deal is already obvious. Change is inevitable...

Financial planning

Migrating members flock to AFA

The FPA remains Australia’s dominant industry body for financial planners, but in the contest for members it is the AFA that has experienced the greatest migration of mem...

Financial planning

No hiding from Ripoll changes

The chairman of the Ripoll Inquiry, Bernie Ripoll, has indicated volume rebates paid from product manufacturers to dealer groups are encompassed in the recommendations ma...

Financial planning

All advisers created equal?

Questions have been raised about whether financial advisers paid a salary by a superannuation fund will find their circumstances challenged as a result of the introductio...

Financial planning

ASIC should take a back seat

The Government and the Treasury, rather than the Australian Securities and Investments Commission (ASIC), should lead the way in implementing changes to the financial pla...

Financial planning

Fund comparisons scale in pipeline

Financial planners and superannuation fund members may soon be able to compare funds based on a simple scale determined by their relative exposure to risk....