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FINANCIAL ADVISER
Editorial
How do you keep financial planning clients engaged for the long-term in an age of instant gratification and continuing market volatility? The answer may lie in the client...
Policy & Regulation
The Financial Ombudsman Service has told the Parliamentary Joint Committee that the FOFA bills may need to be amended to prevent clients of financial advisers being unwit...
People & Products
Zurich Financial Services Australia has appointed Stuart Meyers to the role of NSW regional sales manager, life risk....
Financial planning
Research and ratings house van Eyk has gone digital with the launch of a new iPad app, The van Eyk View - a monthly version of van Eyk's long-running client newsletter....
Policy & Regulation
The Industry Super Network (ISN) has urged the Parliamentary Joint Committee to leave FOFA intact and lamented Government concessions on risk in superannuation and annual...
Policy & Regulation
Professional Investment Services (PIS) warns that Shorten's approach of introducing FOFA in tranches has inherent dangers....
Superannuation
Nicholas Ali outlines the importance of lodging the correct Australian Taxation Office (ATO) form before commencing a pension. ...
Policy & Regulation
A new legal analysis of the FOFA reforms suggests financial advisers will have to go further than simple disclaimers in seeking to provide limited advice....
Financial planning
Fee-for-service financial advisers will be more likely to find value in unbundling services rather than using an all-in-one wrap, according to Sharesight executive direct...
Financial planning
Australian financial planners and their clients have had to live with higher than normal levels of market volatility for much of the past three years as both a consequenc...
Financial planning
The tortuous progress of the FOFA reforms and ongoing industry consolidation has defined 2011 for the financial services sector, write Tim Stewart and Milana Pokrajac....
Editorial
The second tranche of the Government's Future of Financial Advice legislation has laid out the remuneration and best interests ground rules for financial planners but, as...
Financial planning
The number of students in Certified Financial Planner (CFP) aligned courses more than doubled in 2011 and the industry is now viewing graduate entrants more favourably, a...
Financial planning
Guardian Advice has unveiled an overhauled succession planning strategy that it says will make it easier for younger financial advisers to buy into practices and allow fo...
Policy & Regulation
The Financial Services Council (FSC) warns FOFA tranche may restrict the ability of financial services companies to provide scalable financial advice....
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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 ...