ADVISERS

Financial planning

Financial advisers should be taking advantage of new technologies to market their services to clients....

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Financial planning

Austock looks to Aged Care Income Tested Fees with new product...

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Financial planning

Financial advice clients were charged an average of $1800 each in fees last year, largely due to the growing basket of products they were sold by advisers and brokers, re...

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Editorial

ETFs lay in the shadow of other investment vehicles for almost a decade, but the last two years have seen their value skyrocket. Could it have anything to do with regulat...

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Life/Risk

Advisers must be extremely diligent about ensuring they fulfill their duty of care, as two recent court cases have shown. David Glen runs through the post-FOFA adviser ch...

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Financial planning

ANZ's OnePath has upgraded its OneCare insurance offering based on adviser feedback...

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Funds management

The role of a business development manager (BDM) was not even in Greg Bird's thoughts until 2011, when he was approached by Lifeplan Funds Management for the Victoria/Tas...

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Financial planning

Ironbark looks to extend digital footprint with key marketing appointment....

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Superannuation

Morningstar will launch an Approved Share List for SMSF advisers dealing with rapid growth of the sector....

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Financial planning

Questions are being raised over financial advisers’ focus on traditional products, with a survey showing more than half of respondents viewed specialist risk as a priorit...

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Financial planning

Advisers have been encouraged to incorporate limited managed discretionary accounts (MDAs) into their suite of services before the corporate regulator moves. ...

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Financial planning

Provisio Technologies has announced the introduction of a range of new tools designed to increase engagement between financial advisers and clients. ...

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Financial planning

Almost one in three clients are considering leaving their adviser, with a lack of face-to-face contact often the kiss of death, a survey found. ...

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Policy & Regulation

Advisers believe the FOFA reforms are a now only a distraction from delivering quality client services and building their personal brand, a recent survey by the Advice Le...

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Life/Risk

Skyrocketing life insurance claims have been grabbing headlines for some time now, but the impact on advisers – and the input of lawyers – has largely gone unreported, Cr...

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

4 weeks 2 days ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

2 weeks 2 days ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks 3 days ago

ASIC has released the percentage of candidates who passed its August financial advice exam with the volume dropping to the lowest since November 2022....

2 weeks 2 days ago