ADVISER

Financial planning

ASFA urges better clarity on FOFA legislation to ensure planners are not exposed to vexatious litigation over scaled advice and best interests....

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Financial planning

All Star's property fund accepted on key platforms....

Editorial

Many inconsistencies currently exist between different insurers in their trauma policy wording, especially when it comes to policy lapsing and reinstatement. Col Fullagar...

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Financial planning

Technology solutions could boost planner engagement with all clients, particularly C and D clients, according to Decimal....

People & Products

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...

Editorial

In the second part of his article on claims management fees, Col Fullagar considers fee-based remuneration models and their impact on claims management....

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Financial planning

ASIC has been accused of creating a recipe for chaos when it comes to adviser applications for AFSLs....

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Superannuation

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...

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Editorial

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...

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Financial planning

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...

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Financial planning

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...

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Editorial

Col Fullagar examines what advisers need to know when dealing with clients in different age groups....

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Editorial

The skills learned as a paraplanner are vital when making the career change to financial advice, writes Mark Larmour....

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Financial planning

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...

Editorial

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....

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MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

11 hours ago

Interesting. Would be good to know the details of the StrategyOne deal....

4 days 16 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 2 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 4 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

3 days 14 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

2 days 17 hours ago