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FINANCIAL PLANNING
Financial planning
Latest figures from Radar Results indicate risk clients under 50 are a planner’s most valuable asset....
Funds management
New US research points to growth in self-directed investment and how firms are positioning themselves....
Financial planning
New research suggests planners are finding 2013 profitable despite the impact of legislative change and continuing market uncertainty....
Financial planning
The FOFA and fee-for-service regimes are teaching planners how to chase bad debts....
Financial planning
Ratings house van Eyk has completed the purchase of NZ-based Perpetual Asset Management and Perpetual Portfolio Management, the sale of which was first announced in Janua...
People & Products
Former S&P director of fund services Jeff Mitchell has joined Australian Unity Personal Financial Services as head of investment research....
Funds management
Australians who lost money investing in the now-collapsed LM First Mortgage Income Fund have limited opportunity to recoup losses due to bad advice, Slater & Gordon has w...
Superannuation
SMSF administrator Sundaram will train up to a third of its India-based staff in RG146 as the firm picks up more Australian clients....
Financial planning
AFA has launched a new initiative to “connect and support” females across the financial advice industry....
Financial planning
Financial planners who fail to report suspicious client activity can wind up facing prosecution down the track, according to Minter Ellison partner Richard Batten....
People & Products
Elders Financial Planning has appointed Albert Di Sabatino as regional manager, west, as it grows its presence in the Western Australia region....
Financial planning
The number of so-called “traditional” financial planners will decrease, with real growth to be seen in the risk specialist space, says Mercer advice head Jo-Anne Bloch....
Financial planning
If a financial planner dies without a succession plan in place, their spouse is vulnerable to ‘firesale’ offers to buy the practice, according to Pavuk Legal executive pr...
Financial planning
New research suggests financial planner sentiment has returned to levels not seen since before the global financial crisis....
Life/Risk
FSC chief executive John Brogden has once again called upon the life insurance industry to heed ASIC’s warning and self-regulate on churn while it can....
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
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....