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FINANCIAL ADVISERS
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....
Financial planning
The Financial Ombudsman Service appears set to be able to accept complaints by consumers against financial advisers up to a value of $500,000 from next year....
Financial planning
Consumer group Choice is lobbying the Government to ban what it describes as "perverse incentives" paid to financial advisers that serve to make the advice consumers rece...
Financial planning
MLC suggests that the concept of 'genuine mistake' needs to be further clarified and tested in legal jurisdictions in regards to breaches of superannuation contribution c...
Editorial
Financial planners must take the lessons they’ve learnt from the GFC and begin applying them if they hope to survive the next economic upheaval....
Financial planning
Fee-for-service still undefined; consumers have a right to know what is included in the fee and be able to sign off on the costs....
Financial planning
Programs will bridge gap between technical expertise and client relationships....
Financial planning
The perception of financial advisers continues to drop across the board....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...