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Financial planning
A financial planner intends to use websites to attract Generation Y clients to his Melbourne-based practice....
Funds management
ETFs have been added as investment options within Wealthtrac's superannuation master trust for the first time....
Editorial
To what degree should dealer groups filter the data they receive from research houses and what impact is this having on the quality of financial advice?...
Financial planning
There is not enough money in providing white label products to planners, according to dealer group Titanium distribution manager Mark Finch....
Financial planning
Financial planners remain a trusted source of investment information for Generation Y and X investors as well as baby boomers, according to an annual survey of DIY invest...
Financial planning
The dealer group has launched a new 'self-employed' model in which planners have management rights over their businesses, but not overall ownership of clients, a model Ti...
Financial planning
In the wake of the global financial crisis, the case for fee-for-service is stronger than ever before, writes Ray Griffin....
Financial planning
The early months of the year may have represented the lowest ebb for Australian financial planners, according to the results of new Wealth Insights research....
Financial planning
The Parliamentary Joint Committee on Corporations and Financial Services is undertaking an inquiry, the terms of reference of which include the role and remuneration of f...
Editorial
The Australian financial planning industry has a problem: levels of litigation relating to financial advice are rising and the reputation of the industry stands to be ser...
Financial planning
Advisers should expect to see more regulation imposed upon the sector in future because of the financial crisis and also because of collapses such as Storm Financial, acc...
Editorial
A mere six months ago, the common wisdom among financial planners was that most clients would be best advised not cashing out their investments lest they miss the inevita...
Financial planning
New Investment Trends research confirms upturn in writing risk....
Editorial
Many planners – and their clients – are wishing they had entered the credit crunch with more conservative portfolios....
Financial planning
A return to traditional asset classes....
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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...