ADVISERS

Financial planning

Joe Hockey has promised the Liberal Party will not support a decision by the Rudd Government to ban adviser commissions....

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Financial planning

Research conducted by Perpetual has found that clients are becoming wary about advisers recommending 'in-house' financial products and funds....

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Life/Risk

Concerns about the churning of life insurance policies have emerged, with increases in risk-writing by advisers coinciding with a rise in attrition rates for insurance co...

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Financial planning

Model portfolios are becoming an increasingly popular investment advice option at a time when risk mitigation is a priority for dealer groups....

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Financial planning

Greg Kirk to step down as chief of AXA-owned Genesys Wealth Advisers, to be replaced by ipac executive John Saint....

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Financial planning

AMPFP has struck a deal with Australian Financial Group to improve the services for its mortgage-writing financial planners. The group wrote around $700 million in mortga...

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Financial planning

Financial Services Partners (FSP) will launch its private broker network, which will assist its advisers with business growth, acquisitions and succession planning....

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Financial planning

The board of the Financial Planning Association is considering raising the minimum education standard for advisers to a tertiary level. ...

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Financial planning

Although many advisers are eager to make the transition to fee-for-service, their biggest fear is informing clients that they will need to charge them more, according to ...

Financial planning

According to Lifeplan Funds Management's Financial Advice Satisfaction Index, the perception that portfolio performance is due to financial advice has increased by 9 per ...

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Life/Risk

Macquarie Private Wealth has appointed Patrick Dieter to the role of head of national wealth protection in a newly created role....

Financial planning

Professional Investment Services (PIS) is considering placing a cap on the commissions its advisers can receive for recommending investment products....

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Financial planning

Software companies need to start considering how to help advisers market their knowledge to potential clients....

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Financial planning

Managing director Greg Kirk has accused rival dealer groups of deliberately trying to destabilise Genesys in order to attract advisers....

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Financial planning

Structured products are often marketed on the premise that they can help protect an investor’s underlying investment. However, as Lucinda Beaman reports, advisers should ...

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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