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Accountants are more qualified to give financial advice than planners, largely due to their working knowledge of SMSFs, a small business owner believes....
Partners Group Global Value Fund accept on BT and Macquarie platforms....
Ethics classes for financial planners should be fundamental to the new education standards, with self-regulation a near impossible benchmark for the profession, two indus...
Social media doesn’t play a major role in most advisers’ marketing strategies, with the majority still favouring traditional pathways like referral networks, a survey has...
Coles says the foray of new players into the heavily-concentrated financial services sector hinges on the watering down of one of the regulator’s key barriers to entry. ...
The chairman of ASIC has defended his international travel expenses as a regulatory priority. ...
The serious potential for fund illiquidity, as demonstrated by the recent van Eyk experience, warrants major regulatory reform, with frequent status updates and a re-eval...
Macquarie has shut down all but one of van Eyk’s remaining Blueprint funds, amid talks the research group is pursuing legal action against UK-based hedge fund Artefact Pa...
The FPA has stressed the importance of assigning a deadline to new educational standards for the profession in a submission to another parliamentary inquiry. ...
Advisers’ culture-driven reluctance to sell is contributing to the dearth of the life insurance industry as we know it, according to Synchron’s Don Trapnell. ...
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...