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FINANCIAL ADVISERS
Financial planning
New research suggests that Australians value advice from friends and family more than that provided by advisers....
Financial planning
Queensland advice and wealth management firm Elston Partners has acquired two high-net-worth financial planning practices – BMM Financial Services and DV&A Fina...
Financial planning
A number of advisers and dealer group heads have expressed frustration at a perceived lack of support from the funds management industry in protecting advisers against de...
Financial planning
New research confirms that those who have used an adviser trust them and respect their outcomes....
Financial planning
Most advisers are focused on business growth, despite almost 75 per cent claiming the proposed fee-for-service models and opt-in arrangements would have a somewhat or str...
Life/Risk
Treasury officials confirm that insurance commissions are outside of scope of FOFA reforms....
Financial planning
The Association of Financial Advisers is seeking millions from the financial planner industry to counter industry funds advertising....
Financial planning
The Association of Financial Advisers annual conference has been told planners should be careful not to disgard C and D clients....
Financial planning
The high cost of advice, driven up by regulatory barriers, is the main reason Australians are not seeking advice, according to Financial Planning Association chief execut...
Superannuation
Financial planners who delayed their retirement plans as the financial crisis hit are now starting to come back to market....
Financial planning
Concerns have been raised about the nature of the professional development being delivered to advisers at dealer group conferences....
Financial planning
AFA president Jim Taggart has attacked the millions of dollars expended by industry funds in attacking advisers....
Financial planning
The Encore Group is developing a desktop solution that aims to assist financial advisers transitioning to fee-for-service who are concerned about having the ‘value ...
Financial planning
New research reveals low public regard for financial planners as trusted professionals....
Financial planning
Funds management firm Australian Unity Investments (AUI) has introduced IRESS data feeds for their XPLAN and VisiPlan software, allowing financial advisers to consolidate...
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MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...