financial adviser

Life/Risk

Matching clients' risk insurance needs with solutions

Financial advisers still face some high hurdles in trying to match clients’ risk insurance needs with solutions but there are ways of overcoming these challenges, writes ...

Financial planning

Westpac sees double-digit growth in planner numbers

The growth in Westpac-aligned planner numbers was one of the major reasons the bank’s wealth management division performed particularly well in the last year. ...

Financial planning

Age a factor in investor-planner satisfaction

Investors belonging to particular age groups are more satisfied with their financial planners than others....

Financial planning

FSC echoes calls for FOS consistency

FOS has been characterised by inconsistency, with the resolution and management of complaints dependent on the individual case manager, the FSC says. ...

Superannuation

Wealthtrac launches mobile SMSF app

In an effort to better inform trustees as well as its adviser clients, Wealthtrac has launched a mobile app that is designed to deliver news and information to anyone int...

Life/Risk

Commuting an income protection policy

Col Fullagar delves into the pros and cons of winding up an income protection policy and taking a commuted benefit, and what the process of commutation involves. ...

Superannuation

Blame lower caps, not property spruikers

SPAA says lower concessional contribution caps have driven investors to opt for negative gearing outside of super....

Superannuation

SMSF exposure to residential property over-stated

SPAA claims the level of exposure of SMSFs to residential property is being over-stated. ...

Superannuation

SMSF changes put spotlight on accountants and advisers

As SMSF regulatory reform puts the spotlight on the relationship between accountants and financial advisers, David Clatworthy looks at how the relationship may evolve in ...

Financial planning

Trust, qualifications top client priorities

Trustworthiness and relevant qualifications are clients’ top considerations when choosing a financial adviser, according to a survey conducted by a global financial plann...

Top 100

Hybrid approach bears fruit

ClearView has picked up gold for its LifeSolutions Business Expense in the 2013 Money Management/DEXX&R Business Overhead product category. ...

Life/Risk

Like claims through the hour glass

When clients are paid less than they expect, they tend to be as unforgiving as the sands of the Serbonian bog on those unwittingly caught in them – financial advisers – w...

Rate the raters

The blame game continues

If a product receives a glowing review by a research house and subsequently fails, should the research house be partly responsible? The Parliamentary Joint Committee rece...

Financial planning

Lights, camera, no traction

Video blogging can be a great marketing vehicle for financial advisers to showcase their knowledge, but the key is to stay timely with existing and potential clients. ...

Editorial

No substitute for face-to-face

While a recent Money Management/Association of Financial Advisers thought leadership breakfast traversed the manner in which FOFA has accelerated the penetration of techn...