FINANCIAL ADVISERS
Financial planning
The Association of Financial Advisers (AFA) has endorsed the drive to raise the financial planning education bar, however, CEO Richard Klipin said theoretical knowledge m...
Financial planning
The Minister for Financial Services, Superannuation and Corporate Law, Chris Bowen, said any future regulatory change will be guided by the need to provide high quality f...
Financial planning
Standards & Poor’s Fund Services has released a report to help financial advisers gain a better understanding of separately managed accounts (SMA)....
Financial planning
ASIC has defined the number of clients lost by financial planners last financial year....
Editorial
Concessions and how people should access and pay for advice have emerged as the key issues in relation to superannuation and financial services reform....
Financial planning
As a result of the ongoing Government inquiries into the financial services industry, advisers will need to offer clients the "best products" - not just those pushed in-h...
Editorial
It is reassuring that the chairman of the Parliamentary Joint Committee on Corporations and Financial Services, Bernie Ripoll, has indicated that he really does understan...
Financial planning
Three advice firm principals aligned to dealer group Australian Financial Services (AFS) have been placed on suicide watch by the dealer group in the past 12 months. ...
Financial planning
Challenger has initiated discussions with "several leading platform providers" regarding the establishment of a platform-based unitised annuity investment option....
Financial planning
Large industry funds are increasing their footprint in the financial services landscape and beginning to look like diversified financial services businesses....
Editorial
One cannot help but ask whether the proposed changes to the margin-lending landscape are being rushed through, writes David MacLeod....
Life/Risk
Completing insurance applications has often required advisers and clients to traverse sensitive ground when it comes to clients' medical histories, but those awkward and ...
Financial planning
As the Ripoll Inquiry probes deeper into some of the failures in the financial planning industry, the Association of Financial Advisers has urged greater planner focus on...
Financial planning
The collapse of Great Southern should serve as a salutary lesson to the industry of the dangers of single-product licensing of advisers, according to CPA Australia's seni...
Editorial
Today there are few willing to defend commission payments, writes George Lucas. But are commissions the root cause of all that is wrong with the financial planning indust...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...