advisers

Financial planning

Insto adviser labelling not required under FOFA: Westpac

Westpac has rejected separately labelling institutionally-aligned financial planners, stating FOFA is an appropriate standard for all advisers....

Superannuation

Providing sustainable long-term advice

A recent study commissioned by IOOF found that greater activity by financial advisers does not necessarily translate into a greater perception of value from clients, writ...

Financial planning

Monthly communications with clients optimal

Australian Unity claims monthly educational contact with clients is optimal....

Financial planning

ASIC pursues former Macquarie advisers

ASIC will investigate former financial advisers with the Macquarie group which is to contact 160,000 clients who received advice over the past decade about the possible p...

Financial planning

Marketing in a post-FOFA world

As consumers get savvier and more sceptical of financial advice, advisers have to fight harder than ever to justify their value proposition, but the smarter ones still ha...

Financial planning

Advisers’ interest in SMAs set to grow: Lonsec

Specialist financial services companies and larger banks are looking to grow their separate managed account (SMA) businesses over the next two years....

Funds management

New site to school and spur investors to ETFs

Financial advisers and their clients will be able to learn about exchange traded funds (ETFs) using a new educational microsite....

Financial planning

Benefits and challenges of AFSL ownership

Learn about the pros and cons of owning AFSL and weighs them up against becoming an authorised representative of a larger licensee...

Financial planning

Claim of adviser backlash

Australian Unity planning chief executive points to adviser backlash against vertical integration....

Editorial

Changing strategies to meet evolving needs

The financial planning industry has undergone some momentous changes in the last few years and it’s critical the planners respond to the changing environment at the same ...

Policy & Regulation

Scandalous headline culture changing advice

Coverage of the Commonwealth Bank planning saga has clients believing the events happened “yesterday”, placing increasing pressure on advisers to justify their value prop...

Financial planning

Adviser all-rounders falling behind

Advisers’ attempts to cover all bases could be costing them new clients, with search patterns showing those with specialist offerings have greater pulling power, a planni...

Editorial

Multi-manager funds: Funds of the future

While simplicity in the multi-fund sector is widely regarded a thing of the past, the fundamental investment principles that guided the success of multi-funds still apply...