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FINANCIAL ADVISER
Editorial
Stuart Fechner explains why separately managed accounts offer an alternative way to manage Australian share investments....
Financial planning
The administrators of Trio Capital, also known as Astarra Capital, have indicated all investments registered through National Australia Trustees are accounted for....
People & Products
Niall McConville will join TOWER Australia as National Dealership Manager in May. He is making the move from AIA, where he previously held the same role....
Financial planning
Trailing commissions account for 35 per cent of revenue in the financial planning industry....
Editorial
Financial advisers should be aware of how overseas travel or residency can affect their client’s risk insurance protection, writes Col Fullagar....
Financial planning
A New South Wales financial adviser has been banned from providing financial services for 10 years for advising his SMSF clients to invest in companies he directed....
Superannuation
A desire for greater control over their investments is the main reason cited for establishing a self-managed superannuation fund (SMSF), although there is still a demand ...
Financial planning
The chairman of the Ripoll Inquiry, Bernie Ripoll, has indicated volume rebates paid from product manufacturers to dealer groups are encompassed in the recommendations ma...
Financial planning
Commission rebate services may be perceived as competing with financial advisers, but they can actually help advisers place control over fees back into the hands of clien...
Financial planning
The big universities-based fund UniSuper has opted for an in-house approach to financial planning based on fee-for-service and salaried planners....
Financial planning
Dealer groups must adopt programs that encourage practices to employ junior financial planners, according to e-Jobs Recruitment Specialists director Trevor Punnett. ...
Financial planning
Instead of moving for a rapid shut-down of the commissions system, the Ripoll Inquiry has recommended a graduated approach with ongoing consultation between Government an...
Financial planning
The Parliamentary Joint Committee led by Bernie Ripoll has recommended ASIC commence immediate work on the creation of a professional standards board for financial advise...
Editorial
With the speed of risk insurance product change having increased dramatically, guarantees of upgrade have become a vital tool for financial advisers....
Superannuation
The Australian Securities and Investments Commission has banned a NSW financial adviser from providing financial services for 10 years after finding he failed to disclose...
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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 ...