ADVISERS

Financial planning

Midwinter Financial Services has released new functionality it claims will 'revolutionise' financial planning in Australia by dramatically cutting the average time taken ...

Financial planning

CommInsure has moved onto the front foot declaring that commissions should remain an option in insurance....

Financial planning

New research reveals a dramatic shift away from managed funds towards direct equities and other listed investments, as the effect of increased investor fee aversion and d...

Editorial

The market for C and D financial advice clients is heating up, both for sellers and buyers, writes Caroline Munro....

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Editorial

The Ripoll Review recently proposed the introduction of a statutory fiduciary duty for financial advisers. Tim Browne examines the importance of such an obligation for th...

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Editorial

New technologies and, in particular, software will help financial advisers compete in a hyper-competitive, post-commission environment....

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Financial planning

There is an unfair bias in the reform agenda against advisers, and more attention should be paid to researchers and product providers, according to the Financial Planning...

Financial planning

Netwealth Investments has announced it is launching a new integrated insurance facility, LifeWRAP, in conjunction with AIA Australia....

Financial planning

Offering individually managed accounts to high-net-worth clients can be a scalable solution for financial advisers, writes Damian Graham....

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Financial planning

Independently owned dealer group Wealthsure has emerged as the fastest-growing dealer group by adviser numbers in the Money Management 2010 Top 100 Dealer Group survey, w...

Financial planning

Listed premium insurance funding company Centrepoint Alliance has told the market it won’t break even for the six months to 30 June 2010, as a result of costs assoc...

Financial planning

Segmenting client service packages has resulted in clients becoming more engaged in the advice process, according to Zurich Financial Services' national sales manager of ...

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Financial planning

Wealthtrac has added a share trading facility to its platform service that provides six selected panel brokers, which the company says will provide advisers with greater ...

Financial planning

Continuing volatility is one of the only things going against the top dealer groups at the moment. But they have proved resilient, and nothing is holding them back from i...

Financial planning

The global financial crisis has been a game changer and, as Dominic McCormick writes, advisers need to view previously conventional buy and hold strategies as being tanta...

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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 ...

4 weeks 1 day 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 ...

4 weeks 2 days ago
gonski

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

4 weeks 2 days 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 1 day 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 2 days ago