Findex has signed a deal with software provider, Class Super, to provide it with cloud-based SMSF services....
Financial advisers need to be aware of ageing clients experiencing cognitive decline as they could be more vulnerable to financial fraud and abuse from strangers and fami...
Organisations demonise and pacify whistleblowers as mentally ill in order to discredit their claims against the firm, which leads to a vicious cycle of mental illness....
Former Guardian Advice group, Griffin Financial Services, has joined Fortnum after Suncorp exited its financial planning businesses last year....
Female investors and those aged over 45 are more satisfied with their advisers, while those aged over 60 were less satisfied with their adviser’s technical ability. ...
Financial planners have been told they need to proactively prepare their clients against the impacts of ageing and cognitive decline – a risk that they cannot afford not ...
Accountants have been warned partnerships are not the ideal structures for limited licenses as it can restrict appointments of authorised representatives and succession p...
Family trusts may suddenly seem more attractive in light of the changes to the superannuation system in the Federal Budget, according to HLB Mann Judd. ...
Super system changes including decreasing the concessional contribution cap will send shock waves through the SMSF sector, that was hoping parameters were bedded down. ...
Non-aligned group, Libertas Financial Planning, launches an accountants’ licensing package, with software that creates SOAs and walks them through compliance processes....
AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...
ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...
The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...
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...