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ADVISERS
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...
Policy & Regulation
Financial planning industry awaits announcements from Financial Services Minister, Bill Shorten, while lobbying around FOFA amendments intensifies....
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...
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....
Financial planning
CommInsure has appointed United Healthcare Group (UHG) to handle its medical requirements, including assisting advisers, for the next four years....
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...
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....
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...
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...
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...
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...
Policy & Regulation
IOOF warns FOFA changes may have unintended consequence of placing pressure on age pension....
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...
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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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...