financial advisers

Policy & Regulation

Reasons to delay FOFA implementation don't stack up

Despite FOFA reforms now being imminent, there are several regrettable reasons many businesses are using to delay addressing the changes, according to a paper from PwC an...

Funds management

IOOF encourages shift to bonds

IOOF is using the shift to complementary wealth accumulation strategies to try to drive up the use of investment bonds in the longer term....

Superannuation

Financial advisers want more for their dealer group fees

Smaller licensees may hold the solution for financial advisers seeking more value-for-money when it comes to dealer group fees, according to Pinnacle Practice director An...

Financial planning

ASIC bans Brisbane-based financial adviser for five years

The Australian Securities and Investments Commission has banned an authorised representative of WealthSure from providing financial services for five years....

Life/Risk

ClearView push into life insurance, wealth management

ClearView has posted positive results for the 2011/2012 financial year after extending its reach into the life insurance and wealth management markets....

Financial planning

Financial Planning Week begins

Promoting the value of advice and improving consumer confidence are some of the main goals of this year's Financial Planning Week, according to FPA chief Mark Rantall....

Financial planning

Referral relationships still troubled

Despite calls for financial advisers to be more aligned with other related services providers such as mortgage brokers and accountants, referral relationships will not be...

Financial planning

Advisers best at client relationships: Finsia

Financial advisers are way ahead of banks and credit card providers in terms of creating close professional relationships, according to a new study released by the Financ...

Financial planning

CommCentral launches adviser revenue management software

CommCentral has launched new software which manages different adviser remuneration models combined with inbuilt FOFA rules....

Editorial

Managing the risky business of advice

Using questionnaires to determine an investment strategy is often frowned upon by both local and international regulators. As Paul Resnik explains, financial advisers wil...

Financial planning

Succession planning top concern for non-bank advisers

Succession planning is the number one concern for financial advisers in ANZ's non-bank channels, according to ANZ general manager, advice and distribution Paul Barrett....

Financial planning

Getting a hold on social media

By utilising social media, financial advisers can build a more efficient business and provide better outcomes for their clients, according to technology provider Iress. ...

Financial planning

Advisers divided on Europe's fate

Advisers are split about the future direction of Europe due to seemingly contradictory economic indicators, says Macquarie Private Wealth head of research Riccardo Brigan...