financial advisers

Life/Risk

Claims management: the role of analysis, research and recommendations

In this third of a three-part series on insurance claims, Col Fullagar rounds out the concept of claims management best practice by reviewing the role of analysis, resear...

Financial planning

Adviser approval hits seven-year high

Investor satisfaction with financial advisers hits a seven-year high, with planners rated highly on trust, technical ability and performance. ...

Financial planning

Advisers seek clarity on TASA and FOFA

TASA and FOFA focus of planners’ attention....

Editorial

Planning for post-retirement outcomes

With post-retirement planning emerging as a major issue in 2014, Andrew Gale argues that there needs to be less focus on products and more focus on advice-based solutions...

Financial planning

Provisio moves to boost engagement between advisers and clients

Provisio Technologies has announced the introduction of a range of new tools designed to increase engagement between financial advisers and clients. ...

Editorial

Socially responsible investing - more than good versus bad companies

Socially responsible investing is more complex than simply distinguishing ‘good’ companies from ‘bad’ companies, writes Bruce Smith. ...

Policy & Regulation

FSI not best place to debate FOFA changes

FOFA should be given time to settle before further changes, according to Minter Ellison....

Financial planning

AMP Capital launches Adviser Resource Centre

AMP Capital has launched an online resource centre to help financial advisers engage their clients in more meaningful investment conversations and facilitate the adviser’...

Life/Risk

The forgotten impact of skyrocketing insurance claims

Skyrocketing life insurance claims have been grabbing headlines for some time now, but the impact on advisers – and the input of lawyers – has largely gone unreported, Cr...

Financial planning

Making the choice between an aligned or non-aligned group

For advisers planning a change of scenery this year, it’s worth plotting out a roadmap to determine whether aligned or non-aligned groups would best suit their goals, wri...

Financial planning

FOS complains members aren’t paying their determinations

FOS states failure of members to pay determinations is structural issue as millions remain to be paid to consumers....

Financial planning

Planners exampled in ASIC user-pays model

Financial planning firms and dealer groups would be levied by ASIC according to the number of authorised and employee representatives they have on their books....

Financial planning

Treasury claims planners are integral to consumer engagement

The Department of Treasury has pointed to the role of financial advice in assisting consumers to engage with the financial system....

Financial planning

Advisers need to address longevity risk

Financial advisers are still not addressing longevity risk and having conversations with clients about what they will do if they live too long, according to one speaker a...