The annual MAX forum places all the movers and shakers in financial services when it comes to sales, marketing and distribution. Find out the recipe of those who are taking the lead. Watch the video n ... Watch video
Tyndall AM's head of fixed income strategy, Roger Bridges, explains that aside from exploiting alpha opportunities within credit markets, a core bond holding should also help dampen some of the risks inherent ... Watch video
Reflecting on more than three decades in the industry, Platinum Asset Management managing director Kerr Neilson says one of the changes in the industry has the been the erosion of the information advantage ... Watch video
Better use of client information essential to adviser success31 July 2014, 12:30pmFinancial advisers have more information about their clients than almost any other industry and they should be using it to improve their service, netwealth executive director Matt Heine said. Read more
Dying in social media: adviser's next big nightmare31 July 2014, 12:25pmClients' presence on several social media platforms, with multiple accounts and passwords, is set to become a nightmare for financial advisers specialising in estate planning, as they will be forced to ... Read more
Unmet SMSF advice needs a boon for advisers31 July 2014, 11:45amMore than 286,000 self-managed super funds (SMSFs) have unmet advice needs, representing a huge opportunity for financial advisers, according to new research from Investment Trends. Read more
Licensee under ASIC scrutiny after employing AAA advisers30 July 2014, 1:00pmAn Adelaide-based licensee has entered into an enforceable undertaking (EU) with the Australian Securities and Investments Commission (ASIC) after it employed a number of former representatives of AAA ... Read more
New PJC inquiry will "close the loop" on consumer protection30 July 2014, 1:00pmA new parliamentary inquiry to lift professional, ethical and education standards in the financial services industry will help close the loop on the consumer protection mechanism, Financial Planning Association ... Read more
