Financial advisers need to talk to high net worth clients about leaving a charitable bequest in their will, and they should know what questions to ask....
BT Group Licensees have launched a digital learning channel with educational programs for financial advisers. ...
Two former NAB executives have launched an online cloud-based wealth advice service for members who did not visit financial planners. ...
Macquarie University’s launches Masters of Banking and Finance course for students wanting to enter the banking and finance industry....
The least wealthy sections of the country will be fully reliant on the Age Pension to achieve even a modest lifestyle, a white paper found....
MLC Advice Solutions state manager, Duncan McPherson, has joined Lonsec Fiscal Group subsidiary Adviser Network as chief executive....
Advisers should not forget the role of dynamic asset allocation for retiring Australians, even as the super system is set to reach $9 trillion by 2040....
Perpetual Corporate Trust has been appointed as responsible entity for seven funds, and will oversee its risk, compliance and governance issues....
More financial planners were opting for separately managed accounts, with almost half of planners surveyed finding constantly monitoring direct shares a deterrent....
Career breaks, lower incomes and longer life expectancies could see females 30 per cent less retire-ready than males....
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...