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Financial planning
A Sydney-based adviser who has built up the funds under advice in his one-man business to $120 million over 24 years has been acknowledged as the industry’s best risk spe...
Life/Risk
The new choice of superannuation fund regime will need to be handled carefully due to the risk of employees losing valuable benefits if they switch funds, delegates at th...
Financial planning
ING Australia has created four new business units and restructured its executive line-up as part of a strategy to better capitalise on its major distribution channels....
Financial planning
St George Bank-owned Ascalon Capital Managers has acquired an equity stake of up to 46 per cent in Alleron Investment Management to bring the number of boutique fund mana...
Financial planning
The Association of Financial Advisers has a new president with Robin Yates this morning relinquishing the key role to former vice president Michael Murphy at the associat...
Rate the raters
The second annual Rate the Risk Raters survey reinforces the growing role of risk researchers, but not everyone is happy. LIAM EGAN reports....
Life/Risk
Almost half of Australians believe life insurance is a “waste of money” according to a new Commonwealth Bank survey that found less than one in three adults have a person...
Financial planning
Capstone Financial Planning has continued its push to establish a national financial planning presence with the opening of a Brisbane office....
Financial planning
A former Wilson Dilworth senior financial planner who claims he was unfairly dismissed by the Perpetual Trustees-owned dealer group has had a damages claim thrown out by ...
Rate the raters
Damian Franco knows a fair bit about risk rating research. When he was state manager at Guardian Financial Planning a few years ago, he was given the onerous duty of sort...
Financial planning
More and more financial planners are getting into risk insurance, but it is not as straightforward as it may seem. For the first time, the FPA will tackle some of the iss...
Financial planning
Risk advisers can benefit from using research. But as Ross Kelly discovers, that’s not where the story ends....
Financial planning
Product pushing is a bummer. Disclosure is all good. Financial Services Reform (FSR) is a positive. Becoming a certified financial planner is a must. Fee-for-service is c...
Financial planning
Ever wanted to build a client list of doctors, lawyers and other high-net-wealth individuals? Or is it blue collar workers retiring with a big super payout that takes you...
Financial planning
Sarah Bergman is a 25-year-old financial planner with a bright future. But it has taken a sudden life threatening illness for her to realise what she has to achieve in he...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...