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FINANCIAL ADVISERS
Financial planning
A vast majority of financial advisers surveyed by Zurich are looking to re-balance their clients' portfolios to hold less cash in the next 12 months....
Financial planning
New research suggests the Eurozone crisis has accelerated the use of mobile apps to help financial advisers stay close to their high net worth clients....
Financial planning
Madison Financial Group has selected Morningstar Australasia as its investment research provider....
Funds management
Investorfirst has announced that its Hub24 Super offering has gone live with dealer groups Ord Minnett and Sentry Group....
Financial planning
Bendigo Wealth’s phone-based scaled advice service has doubled from five to 10 wealth consultants in its first three months, with the group looking to expand it to includ...
Life/Risk
Col Fullagar looks at the recent changes to the insurance definition of a heart attack and considers possible impacts on the financial advice process....
Life/Risk
For insurers to survive and thrive they must pursue a program of continuous and customer-led innovation, writes Duncan West....
Editorial
Multi-manager funds might have done well on the inflows front, but the dispersion between returns across the sector has been at its widest for a number of years. This cou...
Financial planning
Financial advisers looking to switch to managed funds have been urged to avoid managers who churn through shares to reduce the tax impact on their client....
Financial planning
Asteron Life has updated its group risk strategy to focus on the corporate, superannuation fund and platform provider market as it also looks to leverage its relationship...
Superannuation
ASIC signals a push to have SMSF trustees acknowledge the existence of a higher level of risk....
Life/Risk
Insurers and financial advisers must work together throughout the emotion-charged insurance claims process if they are to truly benefit the client and avoid the the frust...
Financial planning
Ratings house Lonsec has changed its research process for index funds and will now use separate criteria to rate index managed funds and exchange-traded funds....
Financial planning
Many independent financial planners are not taking full advantage of the capabilities of their financial planning software, contributing to practice inefficiency and miss...
Financial planning
An increased focus on direct investments, particularly from self-managed super fund (SMSF) clients, has led Instreet Investment to target the acquisition of private clien...
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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,...