advisers

Financial planning

Accountants back higher standards for tax advisers

Financial advisers should be required to complete a comprehensive course in Australian taxation law, in line with their accounting counterparts who receive “no free kicks...

Financial planning

Some planners under-estimating self-licensing pitfalls

Australian Unity chief executive claims some planners are under-estimating the time and costs tied up in self-licensing....

Financial planning

HUB24 adds Zurich offering

HUB24 adds Zurich to its platform insurance offering. ...

Financial planning

AdviserLogic upgrade RiskLogic

AdviserLogic leverages Omnium to deliver RiskLogic upgrade....

Financial planning

Many advisers are struggling with managed accounts: Philo

Despite high levels of interest in managed accounts among financial planners, many have no practical or theoretical experience of them, experts believe....

Superannuation

SuperRatings to offer planners fund data via deal

Super funds research provider combines with AdviserLogic to assist planners with super fund data and advice....

Policy & Regulation

Labor pleas for FOFA legislation to be delayed

Legislation enshrining the Government’s FOFA reforms should be delayed until after the FSI’s final report is issued, Labor believes....

Policy & Regulation

Mid-tier planning sector relationship stretched by FOFA

The relationship between licensees, advisers and platforms has been stretched by FOFA leading to planners departing mid-tier financial groups....

Financial planning

Managed account sector limited by function and speed

The growth of managed accounts will stabilise as the ability to bring new functionality to the sector will shut out new entrants....

Editorial

Pricing up the platform

With regulatory change shining a spotlight on fees, platform providers are under increased pressure to justify their value. Perhaps innovation is the key to retaining adv...

Policy & Regulation

FOFA impact on adviser fees revealed

Conflicted remuneration bans have monumentally changed the way advisers make their money, with the commission model replaced by a move to fixed fees, according to the cor...

Financial planning

National exam a poor measure of adviser skill sets

A national examination for planners is an inadequate measure and should not be implemented according to CPA Australia....

Life/Risk

IOOF launches insurance panel

IOOF has partnered with three retail insurers in a bid to broaden the choice offered through its Pursuit channel. ...

Life/Risk

Reticence to sell destroying risk industry

Advisers’ culture-driven reluctance to sell is contributing to the dearth of the life insurance industry as we know it, according to Synchron’s Don Trapnell. ...