PLANNERS

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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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 5 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 5 days ago
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