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FINANCIAL ADVISER
Financial planning
Following his conviction in the Magistrates Court of Victoria, the ASIC has permanently banned financial adviser Christos Papaioannou from providing financial services....
Superannuation
David Court delves into the reasons why SMSFs are financial products, and the licensing implications that flow from having that status. A later article will examine the d...
Financial planning
Despite the largest institutions holding almost half the market share, the financial planning industry remains highly competitive, according to a report published by IBIS...
Life/Risk
With life insurance being placed in the ‘too-hard’ basket for many Australians, the industry has developed simple and convenient methods to take out cover. However, as Ti...
Life/Risk
Industry discussion in relation to what constitutes 'churning' in life insurance needs to be replaced with a debate on a sustainable remuneration model for switching poli...
People & Products
In an effort to boost its consultancy services for trustees, financial advisers and accountants, Multiport has appointed Marjon Muizer as a technical services consultant....
Editorial
Despite its relatively small size, solid growth in recent years has made the exchange-traded fund (ETF) space the envy of managed funds and some of the other sectors. Fre...
Funds management
Investor sentiment has improved but remains in negative territory, according to CoreData's Investor Confidence Index....
Editorial
There are a number of options available to accountants wishing to branch out into financial planning. Adam McGruen outlines the pros and cons of each....
Editorial
Col Fullagar lists six conversation topics about risk insurance which could no doubt create passionate discussion....
Financial planning
ASIC has banned a former Commonwealth Financial Planning adviser from providing financial services for five years, making it three former Commonwealth advisers banned in ...
Financial planning
ASIC has accepted a permanent undertaking from an Adelaide-based financial adviser to permanently refrain from providing financial services....
Financial planning
ClearView Wealth has expanded into the independent financial adviser market with the acquisition of three IFA practices....
Financial planning
Mercer has completed a deal to provide Citibank Australia with research and an adviser portal. In a separate deal, Mercer is set to become an investment consultant to SFG...
Financial planning
IOOF has reduced the administration fee cap of DKN Financial Group's white-labelled BT Wrap product by 25 per cent, effective 1 May 2012....
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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 ...