ADVISERS

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....

image
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....

image
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...

image
Financial planning

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

image
Financial planning

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

image
Financial planning

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

image
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....

image
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...

image
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...

image
Funds management

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

image
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....

image
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....

image
Life/Risk

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

image
Funds management

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

image
Policy & Regulation

Financial planners may well be resistant to the Government's two-year opt-in, but many are already putting in place the paperwork necessary to establish the arrangement w...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

4 weeks 1 day 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