advisers

Financial planning

Age a factor in investor-planner satisfaction

Investors belonging to particular age groups are more satisfied with their financial planners than others....

Life/Risk

ASIC’s churn intentions clear, says lawyer

ASIC has made it clear it would like to see life insurance commissions banned as it would be the most effective way of combating churn, according to The Fold Legal managi...

Financial planning

How financial planners can make social media work for them

Social media has been heralded as the next big thing for some time now, but to make it work in their industry planners need to approach the medium differently, writes And...

Financial planning

Mortgage Choice brokers hot for advisers

One in four existing Mortgage Choice franchise owners have signalled their intentions to start a financial planning franchise....

Funds management

Wealth Within launches client-direct platform “evolution”

Financial services group Wealth Within has unveiled a new direct-to-client platform, which it says will remove administrative inefficiencies and reduce investor costs. ...

Financial planning

Advisers cautioned on over-promising dealer groups

Financial advisers looking to join a dealer group need to make sure those groups can deliver on their promises, according to My Dealer Group founder Anne Fuchs....

Life/Risk

PI insurance run-off cover charges akin to dealer group exit fee

Licensees using PI insurance to stop free movement of advisers to competitors....

Financial planning

Planners guilty of short-termism

Roundtable told that planner short-termism has made it difficult for fund managers to take 'big’ positions....

Financial planning

Six social media tips for financial advisers

For those advisers aspiring to greater things, two recent pieces of research may contain the insights they need to drive their business further, according to Zurich’s Ric...

Financial planning

Avoid dealer groups offering incentives

Dealer groups offering cash incentives to advisers to join their business should mostly be avoided due to lack of clear value proposition, according to Anne Fuchs, direct...

Financial planning

Technology change drives future of platforms

Platforms, financial advisers and clients alike are about to be swept along by the impact of technological innovation on platforms, as Kelly Power explains. ...

Rate the raters

What financial advisers want from research houses

The Money Management Rate the Raters survey of dealer groups and advisers offers an annual snapshot of what is important for end-user clients of the products on offer by ...