FINANCIAL ADVISERS
Financial planning
A dependence on complex financial planning software is seeing practices outlay significant sums on the recruitment of younger, tech-savvy support staff rather than experi...
Life/Risk
Low claims record, no complaints and conservative advice guidelines responsible for drop....
Financial planning
Australia's biggest dealer group is considering restructuring its 1,400-plus adviser force into separate licences and brands....
Financial planning
The Australian Securities and Investments Commission (ASIC) is in consultation with Timbercorp scheme growers pushing for the appointment of a responsible entity to 14 sc...
Financial planning
The term 'financial adviser' should be restricted to those who are regulated by the Australian Securities and Investments Commission....
Financial planning
Rebate services provider YourShare has said many financial planners are holding themselves out to be purely fee for service when in fact they are charging commissions as ...
Financial planning
Financial advisers are facing an ethical dilemma as they buckle under immense pressure from agribusiness investment scheme managers with large marketing budgets....
Funds management
Many advisers assume tactical asset allocation is a value-add for clients, despite very few practitioners consistently adding value from this method over the longer term....
Financial planning
The UK's Financial Services Authority has moved to ban commission payments by 2012, a move echoing the changes taking place in the Australian financial services industry....
Financial planning
Nearly 80 per cent of high-net-worth clients also lost faith in regulatory bodies in 2008....
Financial planning
Offers advisers the ability to rebate commission back to clients, allowing them to align the product with their practice fee model....
Financial planning
The Government has some critical issues to address in the coming months, but how clients choose to pay their advisers is not one of them. ...
Life/Risk
The Association of Financial Advisers has welcomed the exclusion of insurance from the Investment and Financial Services Association's new superannuation charter....
Financial planning
Will provide a united voice in addressing the conflicts of interest plaguing advisers' reputation....
Financial planning
A quarter of financial advisers select managed funds for their clients on the basis of FUM inflows into the fund, according to a survey by BDM Direct....
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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...