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FINANCIAL PLANNING
Editorial
It is to be hoped that the Minister for Financial Services, Bill Shorten, has noted the capacity of the financial planning industry to do good and to rally to the needs o...
Financial planning
Zurich's Marc Fabris outlines some of the key trends he has seen emerge in financial planning businesses over the last decade, and how to make the most of them....
Financial planning
A lack of ‘cultural alignment’ between planners and their referral partners is leading to poor results, according to Effective Referral Management (ERM) director David Ph...
Superannuation
Both industry and retail superannuation funds are trying to emulate SMSFs by providing more choice and flexibility for their members. But as Damon Taylor writes, many cla...
Funds management
Financial adivsers must understand the interplay between different client objectives and how they impact each other, according to Lonsec’s Lukasz de Pourbaix....
Financial planning
The Financial Services Council's backdown on its 'churning' policy has been welcomed by the Association of Financial Advisers (AFA)....
Financial planning
As more financial advisers go down the specialist path, establishing a successful financial advice business in the new regulatory landscape may require a similar approach...
Financial planning
Sundaram Business Services has announced a new offering it says is aimed at freeing up financial planners and dealer groups from administrative work....
Financial planning
MLC-backed dealer group Godfrey Pembroke has added Tasmanian-based advice and accounting firm Collins SBA to its ranks....
Financial planning
Dealer groups are looking to reduce the average age of their financial planner-base as a way of "future proofing" their business. ...
Financial planning
AFA canvasses concept that two-tiered code of conduct with ethics and providing good advice is more important than obviating opt-in....
People & Products
Amelia Constantinidis has been appointed as the new director of AMP’s Horizons Academy....
Superannuation
New research released at SPAA conference suggests SMSF trustees need adviser help on investment allocation....
Superannuation
The FPA, in its Treasury submission, has said the Government needs to immediately increase the super contributions cap and implement a longer-term financial plan....
Financial planning
The Australian Securities and Investments Commission (ASIC) has obtained interim court orders against Sydney financial adviser Gabriel Nakhl....
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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....