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Financial planning
Managed discretionary accounts (MDAs) should be customised for individual clients, both to manage diverse expectations and meet new regulatory guidelines, an adviser says...
Superannuation
Financial planners are already subject to the best interests duty, so any additional requirements with respect to SMSF advice would be redundant, according to the FSC....
Funds management
ANZ has announced a strategic alliance with Swiss private bank Vontobel after it signed a co-operation agreement. ...
Financial planning
Advisers should be fine-tuning their social media strategy to introduce their offerings to new prospective clients and answer basic questions, a financial planner believe...
Life/Risk
Col Fullagar delves into the pros and cons of winding up an income protection policy and taking a commuted benefit, and what the process of commutation involves. ...
Financial planning
Financial advisers need to be aware of the limitations of the ratings provided by ratings houses, according to specialist financial services lawyer Peter Townsend....
Financial planning
IOOF has moved to help prepare its planners for the new Future of Financial Advice regime with the release of a Fee Disclosure Statement Questions and Answers pack....
Financial planning
A financial adviser has been battling with TAL for more than two years over the commission arrangements surrounding one of his clients....
Life/Risk
Life insurance claim payments have jumped by 10.7 per cent over the last 12 months, breaking through $4 billion in claim payments, according to new figures released by th...
Financial planning
Planning firms need to get better at transitioning clients to a new adviser when the original adviser retires, says Equity Trustees head of private wealth Geoff Rimmer....
People & Products
Equity Trustees has grown its distribution team with the appointment of Ron Grima as Queensland key account manager....
Life/Risk
In the ongoing debate about risk insurance fees versus commission, it’s time to think about the financial adviser's value proposition, writes Col Fullagar. ...
Financial planning
Whether you are the adviser replacing a life insurance policy, or the one who recommended it in the first place, you should be fine as long as it's only ever about the cl...
Life/Risk
Risk commissions paid to advisers have been under attack for some time. If they were to be completely eliminated, however, what would be a viable alternative? Col Fullaga...
Financial planning
RI Advice will voluntarily include commissions in its fee disclosure statements, according to the licensee's head of practice development Peter Ornsby....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...