ASFA urges better clarity on FOFA legislation to ensure planners are not exposed to vexatious litigation over scaled advice and best interests....
All Star's property fund accepted on key platforms....
Many inconsistencies currently exist between different insurers in their trauma policy wording, especially when it comes to policy lapsing and reinstatement. Col Fullagar...
Technology solutions could boost planner engagement with all clients, particularly C and D clients, according to Decimal....
Professional Investment Services (PIS) founder, Robbie Bennetts, will undertake a part-time role within the group, moving away from his full-time duties effective 31 July...
In the second part of his article on claims management fees, Col Fullagar considers fee-based remuneration models and their impact on claims management....
ASIC has been accused of creating a recipe for chaos when it comes to adviser applications for AFSLs....
Many financial planners belonging to the baby-boomer generation will retire around the same time as the majority of their clients, creating a greater need for well though...
Claims management fees can span an ocean of contentious, sometimes confusing issues. In this first of a two-part article, Col Fullagar examines some common case scenarios...
The Government has established a framework that would allow fiduciary duty to be circumvented by some financial planners, according to the Boutique Financial Planning Pri...
Perth-based wealth management group Plan B has expanded its presence in the eastern states with the acquisition of a 33 per cent stake in Queensland-based dealer group My...
Col Fullagar examines what advisers need to know when dealing with clients in different age groups....
The skills learned as a paraplanner are vital when making the career change to financial advice, writes Mark Larmour....
OnePath has launched a new online application tracking system for OneCare life insurance, which will allow advisers to view information about the status of all applicatio...
Justin Delaney explains why the current debate over financial advice remuneration models means the industry is in danger of losing sight of the purpose of wrap platforms....
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...