ADVISERS

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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Financial planning

Macquarie Wrap has created an online system that helps advisers keep track of their clients' super contributions and helps them avoid breaching their contribution caps....

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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