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FINANCIAL ADVISERS
Financial planning
Prominent Financial Services director, Christine Swanson recognised with chair of AFA Inspire....
Policy & Regulation
Fewer Australians will be able to afford to obtain financial advice following the Senate’s decision to disallow the Government Future of Financial Advice regulations, the...
Financial planning
AMP SMSF has backed calls for making it compulsory for financial advisers to undertake specific training if they are going to advise on SMSFs....
Financial planning
New research suggests SMSF advice is a prime area for consolidation....
Financial planning
Advisory firms will need to examine how they communicate risk to clients under FOFA and not trust that old methods will still be suitable in the future. ...
Funds management
Financial advisers should examine the ten year performance of fund managers as market failures and bubbles often take more than five years to full play out....
Financial planning
Financial advisers need to start being digital application doctors to their clients and think about what applications they can use to help clients....
Financial planning
As risk planning remains a hot topic in the financial advice space, Malavika Santhebennur explores the top 10 legal quandaries planners can find themselves in and how to ...
Financial planning
FSGs should be part of the national register of advisers to prevent consumers getting skewed information from commercially operated websites. ...
Financial planning
Dealer group head laments lack of consultation with planning industry ahead of launch of Adviser Ratings....
Financial planning
The FPA has reported a 100 per cent surge in its CFP program take up after the CBA and AMP raised educational standards following scandals at the CBA and Macquarie Bank....
Financial planning
Financial advisers and dealer groups will be able to track and record every client interaction they have, to ensure compliance standards are being met, with the roll-out ...
Life/Risk
Cheap group insurance cover has been used by industry funds to partially erode the client base of financial advisers while shoring up their own member base....
Awards
A constant focus on the planner, and not the product, has won Shivani Gopal wide-scoping praise in the financial advice industry. ...
Financial planning
BDM of the Year 2014: Shivani Gopal, Asteron Life A constant focus on the planner, and not the product, has won Shivani Gopal wide-scoping praise in the financial advice...
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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,...