ADVISERS

Policy & Regulation

Financial planning industry awaits announcements from Financial Services Minister, Bill Shorten, while lobbying around FOFA amendments intensifies....

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Superannuation

A slowdown in the establishment of new SMSFs may be due to a lack of consumer confidence in the Government's retirement savings policy, according to SMSF Academy managing...

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Funds management

Asteron Life has invested $10 million in new technology, which the company claimed would bring more back-office efficiencies for its financial adviser base....

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Financial planning

CommInsure has appointed United Healthcare Group (UHG) to handle its medical requirements, including assisting advisers, for the next four years....

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Financial planning

Financial planners must take advantage of social media to combat negative consumer perceptions about the industry and make Australians realise the value of advice, accord...

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Financial planning

A new focus on financial adviser distribution is paying off for ING Direct with its products now recommended by 2,400 advisers in 245 dealer groups....

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Editorial

Investor sentiment is still low and financial advisers are blamed for losses. Advisers will face a difficult period in the next 12 months, but will be presented with a ra...

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Financial planning

The global financial crisis (GFC) acted as a catalyst for many financial planners to change their business models - something that has placed them in good stead as they d...

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People & Products

Plan B Group Holdings has appointed certified financial planner Paul Cramer as group executive - product and distribution, in the first step of a targeted expansion strat...

Policy & Regulation

Canadian financial planning and life insurance expert Bruce Etherington has compared Australia's current round of Future of Financial Advice (FOFA) reforms to previous ex...

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Financial planning

The financial planning industry is in a state of flux - although arguably, regional planners have it a bit tougher in some areas, such as succession planning, financing a...

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Policy & Regulation

IOOF warns FOFA changes may have unintended consequence of placing pressure on age pension....

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Financial planning

Technology is playing an even bigger role in financial planning. New software developments have a good chance of achieving cost and administrative efficiencies ahead of u...

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Editorial

Since their arrival on our shores about a decade ago, managed accounts have remained largely dormant in Australia. But with continuing market volatility and the imminent ...

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Financial planning

Industry experts suggest that the financial planning industry is experiencing an era of change no less significant than the 2001 financial services reform. While this pre...

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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 ...

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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 ...

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gonski

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

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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....

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

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

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