SOA
Policy & Regulation
Amendments are needed to the Government's Future of Financial Advice (FOFA) legislation to enable financial advisers to appropriately deliver scaled advice, according to ...
Financial planning
Asteron-owned dealer group Guardian Financial Planning has changed its name to Guardian Advice as part of a broader rebrand, and will reposition itself as a risk-focused ...
Financial planning
Technology is playing an even bigger role in financial planning. New software developments have a good chance of achieving cost and administrative efficiencies ahead of u...
Editorial
The importance of maintaining insurance premiums cannot be underestimated as you never know when the unexpected will occur, writes Tim Browne....
Financial planning
AustralianSuper has announced the launch of an online financial advice offering for its members, which the big industry funds says will help people 'self-start' their sup...
Financial planning
Guardian has begun offering free risk-based statements of advice to its financial planners using an in-house paraplanning service....
Financial planning
Technology is cutting the time taken to produce single issue SOAs from hours to just minutes, according to Provisio Technologies....
Financial planning
The technology surrounding simple advice has been the focus of both financial planners and software developers in the last 12 to 18 months, according to Investment Trends...
Policy & Regulation
OnePath has announced the launch of the Valuing Advice for Growth program, the first in a series of initiatives the platform is unveiling in order to support aligned deal...
Financial planning
A former Dover Financial Advisers representative will spend three years out of the industry due to several concerns over advice he provided....
Financial planning
Technology solutions could boost planner engagement with all clients, particularly C and D clients, according to Decimal....
Financial planning
Dealer group Wealthsure will take on a number of financial planners from suspended financial planning firm Seagrims as authorised representatives, and provide advice to t...
Editorial
As superannuation funds seek to move further into the provision of full service financial planning, a recent report prepared for the West Australian Government has raised...
Editorial
Frequent changes in the law mean compliance issues can often be a legal minefield. Here, lawyers David Court, Sonnie Bailey and Kathryn Wardrobe answer three frequently a...
Editorial
The skills learned as a paraplanner are vital when making the career change to financial advice, writes Mark Larmour....
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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...