ADVISERS

Financial planning

Being healthy will soon pay off for Asteron customers in the form of up to 20 per cent off their insurance premiums....

Financial planning

A warning has been issued about the use of the core/satellite investment strategy, with some advisers using satellite investments as the 'gambling' portion of a portfolio...

Financial planning

The changes taking place in the industry mean business development managers (BDMs) will need to be able to talk about more than just product, according to ING Australia....

Financial planning

AMP's new consolidated super offering will make it easier for advisers to retain clients, but will also make it easier for clients to get by without the services of an ad...

Funds management

Advisers expect the switch from commission-based selling to fee-for-service will boost their use of exchange-traded funds (ETFs) over the next 12 months, according to new...

Funds management

IOOF has further improved on its Pursuit Select platform with the addition of domestic and international ETFs....

Life/Risk

Macquarie enhances insurance offering to suit white collars....

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Financial planning

The role of business development managers is one that is frequently discussed in the financial services industry. Col Fullagar takes a look at what financial advisers wan...

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People & Products

Danny Maher has joined Financial Planning Services Australia (FPSA) in the new role of general manager, advice. Maher outlines his view on the future of the dealer group ...

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Financial planning

Macquarie has consolidated its Funds and Banking & Financial Services groups to form Macquarie Specialist Investments....

Editorial

The insurance industry has a chronically high cost structure, is structurally flawed, and carries a bias against level premium policies, writes Robert Keavney. However, r...

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Financial planning

Ray Griffin weighs into the heated debate instigated by risk advisers who want to rebate commissions and start charging fees for insurance....

Financial planning

Questions remain over the ability of financial advisers employed by financial product manufacturers to meet the fiduciary duty requirements proposed as part of the Rudd G...

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Financial planning

Switching from commissions-based remuneration to flat fees can be a "huge mental shift" for some advisers, but Elixir Consulting managing director Sue Viskovic warns that...

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Financial planning

Advisers should utilise the proposed overhaul of financial advice as an opportunity to review more than just their remuneration structure, according to Strategy Steps dir...

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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 23 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 5 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 3 days ago