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News by this author
If increasing Australia’s superannuation savings pool is the aim of the game, introducing competition to the default funds space is a logical solution, writes Patricia Mo...
Advisers must be extremely diligent about ensuring they fulfill their duty of care, as two recent court cases have shown. David Glen runs through the post-FOFA adviser ch...
ASIC chairman, Greg Medcraft admits ambiguity led to CommFP client compensation failures, but claims the bank was not “upfront”....
Industry Super Australia (ISA) has reiterated its view that Future of Financial Advise (FOFA) reforms should be given time to deliver benefits to consumers before new cha...
APRA has admitted it doesn’t monitor the expenses of superannuation fund executives or trustees....
Growing numbers of investors are taking the plunge and following financial advisers’ recommendations to try direct investments through separately managed account (SMA) se...
Super funds look at Stronger Super and MySuper reforms either as a chance for compliance or innovation, Mercer said....
The Association of Financial Advisers (AFA) and foundation award partner Zurich have launched the inaugural advice practice of the year award....
Acute skill shortages in the wealth management sector have given planners the leverage they need to demand higher salaries, a survey has revealed. ...
Planners have rejected mainstream broad cap managers clustered around the benchmark opting for a mix of passive investments and specialist active managers....
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...