ADVISERS

Financial planning

Client segmentation has been an industry buzzword for a long time, with most advisers familiar with what it means to classify clients as an A, B, C or D type based on the...

Financial planning

There are very few genuinely new products in financial services. Usually they are variations on an existing theme, and structured products fall very much into this catego...

Financial planning

IOOF has revamped the structure of its financial planning group Winchcombe Carson in an effort to be more competitive in the advisory market....

Financial planning

Functionality and service have overtaken fees as advisers’ key concerns when using wraps and master trusts according to a study conducted by research house Brandmanagemen...

Financial planning

Despite heavy criticism of advisers over conflicts of interest, the vast majority do not believe the financial planning industry should abandon commission-based remunerat...

Life/Risk

It is a problem that everybody knows about, and some have solutions for, yet it will not go away. Australians are not buying risk insurance, and far too-few advisers are ...

Financial planning

After only a month in operation, Platinum Group Financial Services has confirmed 34 authorised representatives have already joined its ranks and are operating within the ...

Financial planning

Positive investor sentiment towards advisers has increased over the past 12 months, accompanied by a marked improvement in sentiment toward managed investments, according...

Financial planning

A new project will examine the value of independent advice and will determine the number of Australian financial advisers that consider themselves to be independent, as w...

Financial planning

Despite recent criticism by the corporate regulator, financial planners have won a major concession that will allow them to recommend clients change super funds, even if ...

Financial planning

For Australia’s biggest financial planning dealer groups, managing conflicts is all about ensuring advisers have adequate choice....

Editorial

A great investor once said: “Risk comes from not knowing what you’re doing.” Of course, it’s hard to imagine that there is much that Warren Buffet doesn’t understand abou...

Financial planning

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Funds management

The use of hedge funds by financial planners is growing, but slowly. In many cases, it is only planners who have reached a certain level of competence that are allowed to...

Financial planning

Hedge funds are increasingly being used by planners, with inflows stable over the past 12 months due to the strength of returns from Australian equities....

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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 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 1 day 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 1 day 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 ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

4 weeks ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks 1 day ago