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News by this author
David Neal has been appointed managing director of the Future Fund....
Financial planning business broker predicts the industry will split into two sectors with non-aligned groups dominating the holistic, high touch advice space....
Finance Minister, Senator Mathias Cormann claims critics of the Government’s FOFA changes have fallen short on offering viable alternatives....
The rapid expansion of the Big Four banks and AMP into financial planning could see them seize an 80 per cent stake in the advice market, research suggests. ...
High wealth individuals are using complex business arrangements and trusts to minimise their tax liabilities, an Australian National Audit Office report reveals....
Retirement savings calculations may be using incorrect values for the level of savings required creating a false gap between reality and expectations. ...
A major mining group has called on the Abbott Government to remove superannuation as an industrial award issue....
Falling interest rates has taken the sheen off term deposits, losing 36,000 customers over the last 12 months, in contrast to the SMSF sector....
Equity Trustees (EQT) has been appointed as trustee and custodian of The Executive Superannuation Fund. ...
Financial advice clients were charged an average of $1800 each in fees last year, largely due to the growing basket of products they were sold by advisers and brokers, re...
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...