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FINANCIAL ADVISER
Financial planning
Based on their intentions, actions and results, financial advisers get the new, repeat and referral clients they deserve. David Penglase explains....
Financial planning
Clients respect financial advisers who keep their expectations realistic in the face of market gyrations....
Superannuation
Investors would do well to review their superannuation strategies and maximise their super savings before new laws announced in this year's Federal Budget kick in, accord...
Financial planning
Voice chat software such as Skype allows financial advisers to add more value to the service they offer to A and B clients, according to Zurich Financial Services. ...
Tools & guides
The option of using a record of advice has been available to financial advisers for a number of years. Samantha Hills clears confusion as to why planners would use one, w...
Financial planning
The rise of the younger, more affluent woman may present a golden opportunity for financial advisers looking to diversify their current client base....
Financial planning
Over the past six months, Australian Unity Personal Financial Services has added 26 financial advisers to its business....
Financial planning
The administration cost of opt-in is likely to be negligible, according to Gold Seal director Claire Wivell Plater....
Financial planning
Financial advisers need to stop clients churning assets quickly if they want to build their wealth, according to US Vanguard senior investment analyst Don Bennyhoff....
Financial planning
A former senior financial adviser has been convicted and sentenced by the Sydney District Court after ASIC found that he used client funds to fuel a gambling addiction....
Financial planning
There is more to the agribusiness universe than tax-effective managed investment schemes, according to Zenith senior investment partner Dugald Higgins....
Financial planning
Adherence to the FPA's code of conduct should not be difficult and would prevent any financial adviser being penalised by FOS, the Ombudsman has confirmed....
Tools & guides
General awareness among financial planners about issues associated with aged care is one thing, but having a strong knowledge in this area is another, writes IOOF’s Marti...
Financial planning
Macquarie Adviser Service's latest internal survey leaves it feeling satisfied....
Funds management
Each year the Money Management BDM of the Year attracts an outstanding group of candidates, and this year's state winners were no exception....
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MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...