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FINANCIAL ADVISER
People & Products
The chief executive of ING DIRECT, Don Koch, is to be succeeded by Vaughn Richter, with Koch to take on the role of chief executive of ING Bank Italy....
Life/Risk
Insurers and financial advisers must work together throughout the emotion-charged insurance claims process if they are to truly benefit the client and avoid the the frust...
Financial planning
An increased focus on direct investments, particularly from self-managed super fund (SMSF) clients, has led Instreet Investment to target the acquisition of private clien...
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....
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MARKET INSIGHTS
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....