Larissa Tuohy

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While most gatherings of financial planners and accountants feature a lot of grumbling about superannuation complexity and compliance, the business reality is that most n...

Corporate super advisers are seeking further guidance from ASIC on the provision of advice to fund members, particularly in areas where individuals are seeking more perso...

A new set of professional conduct standards for financial planners have been launched by the ICA and CPA Australia....

Managed funds continue to be the preferred investment option for Australians, according to a new survey of 4,500 investors....

Australian fund managers spend a lot of time and money wooing financial advisers with junkets, increasingly complex products and, of course, much-debated trail commission...

At the recent PortfolioConstruction Conference, US-based Randall Lert, chief portfolio strategist with Russell Investment Group, gave the keynote address. With a worldwid...

The launch of reverse mortgage products into the Australian market could offer individuals without significant super savings the opportunity to create an income stream in...

With the baby boomer generation now entering retirement, or certainly looking down the gun barrel, the focus on retirement income streams, by both the government and fina...

There is a great deal of focus on the Australian Securities and Investments Commission’s (ASIC) requirements in regards to statements of advice (SOAs). Complying with the...

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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 2 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 4 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 2 days ago
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