ADVISERS

Financial planning

The chairman of the Financial Planning Association, Matthew Rowe, recently sent an email to all members of the FPA accusing certain sections of the trade media of "select...

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Financial planning

A demand for transparency from clients is driving the move out of unitised trusts and into direct equities, according to IRESS business development executive Todd Yarrow....

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Life/Risk

The 10 biggest life insurers paid out just under $4 billion in claims in 2011 - up 11.4 per cent from 2010, according to research conducted by The Risk Store....

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Editorial

Although revenues continue to trend down, financial planning practice operating profitability has actually risen in the past year, while advisers also indicate they are o...

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Financial planning

The administration cost of opt-in is likely to be negligible, according to Gold Seal director Claire Wivell Plater....

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Financial planning

AMP has signaled it will be pushing further into providing financial advice to the post-retirement sector....

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Financial planning

New investment product Macquarie Step has been placed on Macquarie's wrap platform five months after its launch, the group has announced....

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Financial planning

RI Advice Group has rejigged its financial adviser agreements, adopting a 'practise what you preach' mentality when it comes to fee for service....

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Financial planning

New technologies and social media are becoming less of a fad and more of an essential business tool, offering opportunities in key business areas such as gaining referral...

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Financial planning

Lifeplan Funds Management has upgraded NextGen Investments Lifeplan Education Investment Fund investment products as part of a move to comply with the new FOFA regulatory...

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Funds management

Asgard's Infinity eWRAP has surpassed $1 billion in funds under management since its inception less than six months ago....

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Financial planning

Financial advisers are increasingly embracing the use of social media and iPads but are still learning how to use them in a business sense....

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Financial planning

IOOF has reduced the administration fee cap of DKN Financial Group's white-labelled BT Wrap product by 25 per cent, effective 1 May 2012....

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Life/Risk

Study reveals Australian advisers are offering highly competitive products when compared to their overseas counterparts....

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Funds management

MLC Masterkey Fundamentals has increased its investment options as part of a larger rebranding and development program....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

6 days 3 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 4 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 2 days ago