advice

Financial planning

Is there room for smaller planners in scaled advice?

Is scaled advice a game only the big guys can play? Malavika Santhebennur explores some of the things that might be stopping smaller financial planning practices from pro...

Superannuation

Industry funds question SMSF drivers

Two bodies representing industry super funds have called for improvement in the quality of advice provided to clients, questioning some of the drivers behind the growth o...

Financial planning

Estate planning - making sure a will gets signed

The time frame in which a will is prepared may also affect the implementation of the advice provided by the planner, writes Melissa Krajacic. ...

Financial planning

ASIC makes decisions on conflicted remuneration

A new ASIC report has revealed how the regulator is allowing or rejecting planner remuneration arrangements....

Superannuation

Super funds fight to prevent flight to SMSFs

Super funds will need to ramp up their offering to prevent member outflow to SMSFs, according to a report by CoreData....

Editorial

Can Rice Warner’s research for ISN stand the test of time?

While Rice Warner riled the financial planning industry with its latest research work on behalf of Industry Super Network, history will be the judge of the validity of it...

Financial planning

Price of advice unlikely to decrease

A financial planning executive said professional, holistic advice services should not be thrown into the same bucket as low-level intra-fund advice when talking about the...

Financial planning

Dealer Groups of the Year announced

Money Management has partnered with Tepana Financial Indices to bring you the 2013 Independent and Institutional Dealer Groups of the Year. ...

Editorial

ASIC's RG 146 training requirements - tidying up the loose ends

ASIC has established new competency standards around RG 146, but Cecilia Storniolo writes that there are many loose ends that need to be resolved before the ground rules ...

Editorial

Understanding the best interests duty and its obligations

Legal experts Samantha Hills and Grant Holley dissect the best interests duty and the obligations that come with it....

Financial planning

ipac targets accumulator market

AMP-owned dealer group ipac is is looking to further tap into the accumulator client segment by building advice capabilities to support this market. ...

Superannuation

Financial planners struggle to keep up with superannuation changes

With constant regulatory change impacting on the superannuation sector, financial planners are finding it difficult to focus on clients’ retirement needs, writes Bela Moo...

Life/Risk

Direct life insurance – a friend or foe of financial advisers?

We can buy everything online – clothes, shoes, cars, holidays – so it is only natural that the direct life insurance channel is becoming part of the online tsunami. How t...

Financial planning

Client management the key to scaled advice

Ibbotson Associates’ Matthew Esler highlights that effective client engagement not only empowers financial planners with the key to unlocking scaled advice but also ensur...