Ross Kelly

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Some of Australia’s biggest dealer groups have given the Financial Planning Association’s new conflicts principles the thumbs up, but not all expect the initiative to mar...

Between 4,000 and 5,000 Australians a month are making choice of superannuation fund, according to data released this week by Sydney-based administration platform provide...

A 34 year old male non-smoker who borrows $250,000 to buy a home will have his mortgage repayments covered in the case of illness or involuntary unemployment if he adds a...

Jo-Anne Bloch of Mercer Human Resources Services will relocate from the United Kingdom to become the new chief executive of the Financial Planning Association....

Two Victorian men who convinced their clients to roll their superannuation benefits into a self-managed super fund before pumping the money into their own petrol station ...

One of Australia’s biggest fund research houses has encouraged local investors to retain their exposure to emerging market equities, with explosive growth tipped to conti...

Solid stocks like infrastructure and financial companies, well researched low-grade bonds and unlisted property trusts have been identified as the best investment classes...

The Financial Planning Association (FPA) has won a rare accolade from a major superannuation fund, with Tasmanian-based Tasplan praising the efforts of the FPA to improve...

Large boutique financial planning dealer group Lifespan Financial Planning is considering outsourcing a significant portion of its investment research after the tragic lo...

A Sydney man jailed for 18 months in December 2004 on contempt charges relating to early release superannuation has again been committed for sentence on six further charg...

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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 week 6 days ago

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

1 month 1 week ago

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

1 month 2 weeks ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

5 days 22 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks 1 day 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. ...

3 weeks 2 days ago
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