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SOA
Editorial
Col Fullagar outlines the steps required when determining the insurance needs of clients....
Financial planning
Midwinter Financial Services has released new functionality it claims will 'revolutionise' financial planning in Australia by dramatically cutting the average time taken ...
Tools & guides
The question of whether the purchase of trauma insurance within superannuation is a breach of the sole purpose test has been resolved. Jennifer Brookhouse examines the im...
Financial planning
Portfolio administration company Praemium is perfectly placed to take advantage of an impending shift towards a fee-for-service remuneration model in the UK, and plans to...
Financial planning
Frank Smith explains the importance of financial advisers tailoring Statements of Advice and how to avoid common mistakes....
Life/Risk
Col Fullagar takes a look at compliance and administrative procedures and the way they can be effectively managed....
Financial planning
Fleetwood Advisory Group director Steven Fleetwood has been banned from providing financial services for five years by ASIC following an investigation into his profession...
Financial planning
Members of industry superannuation funds have exhibited strong reluctance towards paying more than $500 for financial advice, according to HESTA executive manager Debbie ...
Financial planning
Coin Software has launched a new comprehensive SOA template to help financial advisers consolidate the data-gathering process and create greater efficiencies in the workp...
Financial planning
Financial planners continue to grapple with customer relationship management (CRM) and platform systems, and integration is once again becoming a key concern....
Financial planning
Dealer group Millennium3 won a recent court case against one of its former authorised representatives, Avoca Consultants, which it ejected after it failed to meet the gro...
Financial planning
In the wake of the global financial crisis the financial software industry remains in a state of upheaval, with innovation relentless, competition fierce and smaller prac...
Editorial
ASIC’s class order that created the Statement of Additional Advice (SoAA) is history. And good riddance, says Brett Walker. ...
Financial planning
Today is officially the last day advisers can use Statements of Additional Advice as part of their advice process....
Financial planning
The practice of offering low cost SOAs and initial advice to potential clients and recouping the costs later is distorting the true cost of financial advice....
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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....