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FINANCIAL ADVISERS
Financial planning
The leaders of the Financial Planning Association and the Association of Financial Advisers have indicated they will discuss a possible merger of the two competing bodies...
Financial planning
Adviser-owned dealer group Matrix Planning Solutions has argued it's time for the FPA and the AFA to become one entity....
Life/Risk
Zurich Financial Services Australia has announced a number of life risk enhancements, starting March 1, which the company says will cut up to four hours from administrati...
Financial planning
Financial services licensees are continuing to scratch their heads over a way to communicate the value of advice....
People & Products
Boutique fund manager Instreet has appointed Sam Harris as a relationship manager for New South Wales, strengthening its distribution team....
Editorial
Mike Taylor warns about the large number of industry bodies in financial services, focusing on AIOFP....
Financial planning
Morningstar is making a push into industry superannuation funds research on the back of demand from financial advisers....
Financial planning
The Commonwealth Bank has urged an extension of the intra-fund advice relief to financial planners arguing they are better qualified to meet the needs of members than tru...
Editorial
Financial planners and dealer groups should take advantage of uncertain economic times and show leadership, writes Todd Kardas....
Financial planning
The AFA has awarded CommInsure the Platinum Life Company Award at the AFA/Plan for Life 2009 Life Company of the Year Awards....
Editorial
Col Fullagar considers the matters surrounding insurance policy start dates, and explains what financial advisers need to know to ensure their clients are protected....
Financial planning
Fewer high-net-worth investors are using financial advisers, according to research conducted by CoreData....
Financial planning
Coin Software has launched a new comprehensive SOA template to help financial advisers consolidate the data-gathering process and create greater efficiencies in the workp...
Financial planning
ASIC has been called on to be more transparent about the purpose of its current comprehensive audit of Australian Financial Services Licensees (AFSLs)....
Financial planning
Financial planners would be well advised to meet with their local MP and explain to them the value of the industry, according to former NSW Opposition Leader Kerry Chikar...
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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 ...