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Liam Egan
News by this author
The Association of Superannuation Funds of Australia and the FTSE Group have launched the FTSE ASFA Australia Index Series, claimed to be the industry standard tax-adjust...
The global financial crisis is spurring record demand by advice firm principals for help in putting succession plans in place, according to the head of IPAC Business Part...
Aviva Australia's separately managed accounts (SMA) are available to investors on its Navigator platform from today, the first time, according to the wealth manager, an S...
Industry super fund UniSuper has appointed two senior managers to its new financial advice department....
Employment demand for financial planners increased in the last quarter for the first time since the start of the global financial crisis, according to recruitment special...
Austrac has commenced a program of random on-site inspections of financial planners for compliance with anti-money laundering laws....
Irrational investor behaviour plays a key role in forming market inefficiencies, according to Tyndall Investment Management head of retail Craig Hobart....
Securitor head Neil Younger has rejected reports that the Westpac dealer group has been actively trying to lure planners away from AXA dealer group Genesys Wealth Adviser...
Today is officially the last day advisers can use Statements of Additional Advice as part of their advice process....
The sons of the principal of a Melbourne advice firm currently under receivership have started up another firm under the licence of dealer group Australian Financial Serv...
Analysis by this author
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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’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...