financial adviser

Financial planning

Financial adviser sentiment cleaving to liferaft

The degree to which Australian financial planners are looking for more optimistic signals amid the current torrent of bad news has been revealed in new research released ...

Financial planning

Financial planner education needs consensus

As debate heats up over the Australian Securities and Investments Commission's (ASIC's) proposed educational guidelines for financial advisers, training providers argue t...

Editorial

Financial advisers, surveillance and their place in insurance claims

Col Fullagar looks at the issue of surveillance during claims management and the financial adviser’s role in making sure the client is treated fairly. Is surveillance an ...

Editorial

Handling financial planning clients during periods of market volatility

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

FOS warns FOFA may disadvantage unwitting clients

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 appoints NSW regional sales manager, life risk

Zurich Financial Services Australia has appointed Stuart Meyers to the role of NSW regional sales manager, life risk....

Financial planning

Van Eyk launches iPad app

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

ISN urges PJC to leave FOFA intact

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

PIS warns PJC on dangers of FOFA tranches

Professional Investment Services (PIS) warns that Shorten's approach of introducing FOFA in tranches has inherent dangers....

Superannuation

How to keep the ATO onside when commencing a pension

Nicholas Ali outlines the importance of lodging the correct Australian Taxation Office (ATO) form before commencing a pension. ...

Policy & Regulation

Standard form disclaimers not enough for FOFA

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

Unbundling services suits fee-for-service financial advisers

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

Volatile markets give financial planners a wild ride

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

FOFA uncertainty and industry consolidation takes its toll on financial services

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 cost of playing by FOFA's rules

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...