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Financial planning
New Rice Warner research suggests cost savings inherent in proposed ASX Managed Fund Service....
Top 100
Many significant players in the dealer group sector have reduced their financial planner numbers, though the industry remains optimistic....
Editorial
Mike Taylor writes that the sale of client books entailing trailing commissions will look utterly incongruous in a post-FOFA world unless financial planners are actively ...
Financial planning
Financial planners must take into account generational differences when preparing advice for SMSF investors, according to a new report....
Financial planning
Russell Investments director for client investment strategies Scott Fletcher says emotional investing is leading to clients abandoning long-term strategies for wealth cre...
Financial planning
A Melbourne-based financial adviser has hit a hurdle in his purchase of a large book of clients, with two of the fund managers involved in the purchase requesting confirm...
Financial planning
Independently-owned financial planning group Premium Wealth Management has entered into a strategic alliance with responsible investment solutions company The Emerald Clu...
Financial planning
ASIC has permanently banned Colin James Oberg from providing financial services after he withdrew over $1.55 million of client funds without permission....
Editorial
Churn in the life/risk space remains a contentious issue, but as Col Fullagar explains, responsibility not only resides with advisers but also with the insurers and how t...
Funds management
As the market continually fails to meet the highs of pre-2008, fed up retail investors are increasingly looking to equity hedge funds for higher returns, according to Aus...
Financial planning
An unlicensed Sydney-based financial planner has been permanently banned from providing financial services by the Australian Securities and Investments Commission....
Financial planning
Financial adviser caution generated by the global financial crisis and its continuing aftermath has served to disguise a general shift away from managed funds, according ...
Financial planning
Australians have lost $113 million to sophisticated investment fraud since January 2007, and the victims have predominantly been financially literate and highly educated ...
Life/Risk
Direct life insurance will account for 40 per cent of all new insurance business by 2021, according to Plan For Life data....
Editorial
Mike Taylor writes that the existence of large payments and the perception that a sales culture continues to exist in the financial planning space represents a dangerous ...
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Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....