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ADVISERS
Superannuation
The counsel for an online automated superannuation service provider has warned financial planners offering advice on self-managed superannuation funds to review their cli...
Editorial
So much has been written of Australians’ hearty appetites to endure debt in pursuit of property, that an argument that leverage is also a popular mechanism in the equity ...
Financial planning
AXA’s succession planning tool has proved to be popular among advisers in their efforts to maximise the value of their business when the time comes for the owner to retir...
Financial planning
A billing system that gives advisers the choice of receiving payment via fee-for-service or commission has proven highly popular with advisers, according to the results o...
Financial planning
Under a new agreement, Atom Financial Services will be distributing the funds of Pentacle Property Funds Management to the financial planning community....
Financial planning
Recommendation of individually managed accounts by advisers should swell now that the planning industry has thrown off commission trails, the head of an asset management ...
Financial planning
Comparing the benefits of various superannuation funds will be made simpler for advisers following the launch of a research resource from Mercer Investment Consulting....
Financial planning
Vital “soft” skilling of advisers to help them deal with sensitive matters has often been overlooked due to industry focus on compliance, a leading financial services exe...
Financial planning
Despite two years having passed since the introduction of the Financial Services Reform Act, the majority of advisers still struggle to accept the requirements relating t...
Financial planning
System enhancements and strong adviser support have been the reasons given for Macquarie Wrap bringing in $1.5 billion in net inflows during the last quarter....
Financial planning
Referrals can be a valuable source of new business for financial planners, but many advisers still don’t know how to use them to their advantage, according to training fi...
Financial planning
The launch of a new support product will allow financial planners to compile reports for clients who are corporate super fund members in an easy and timely manner, irresp...
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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...