By now most financial planners would have begun to send out the clients annual statements and some will be bracing for the phone calls questioning why there are negative ...

MELBOURNE-based Kevin Bailey has been rated Australia’s top financial adviser under a new system of ranking planners released by the Adviser Ratings group this week....

The current environment does not encourage advisers to charge fees for service, argues PETER BOBBIN. But all that might change if the law was amended to allow clients to ...

DAVE, 50, has been diagnosed with liver cancer and has been told he has only six months to live. He needs money for medical treatment and help around the house for his wi...

Most Australians are not ready for choice of superannuation fund despite the Government’s most recent attempt to put the policy firmly back on the agenda, a survey conduc...

SOME of Australia’s leading master trust and wrap researchers have given their qualified endorsement to Westpac’s acquisition of the BT Wrap as part of its buyout of the ...

In a recent column, Robert Keavney reignited the risk profiling debate. LISA CHAMBERS argues that planners are legally obliged to understand their client’s risk tolerance...

Advisers are more optimistic than investors that the share market will improve in the next six months and are also likely to allocate twice as much to international equit...

A Tasmanian-based insurance agent and financial adviser has been remanded in custody after pleading guilty to 28 charges of fraud relating to more than $1.7 million in cl...

TECHNOLOGY firm Avanteos has enhanced its back-office wealth management software suite with a feature that helps financial planners generate personalised investment strat...

The professional indemnity crisis is hitting the financial services industry hard. GEORGE LIONDIS investigates what planners and dealer groups are up against....

One of the stumbling blocks for the industry in establishing a risk master trust has always been how to get the insurance groups on side. ALLAN BETTS gives an insurance p...

ANY discussion of estate planning or risk insurance routinely brings out the term ‘holistic planning’....

The biggest influence on the back office technology provided to financial planners over the last year had nothing to do with bytes, modems or memory....