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Staff Writer
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News by this author
Corporate superannuation specialists are urging the Federal Government to make employers using the funds wholesale rather than retail clients, to remove conflicts for adv...
Self-managed superannuation fund (SMSF) trustees are being warned that they will pay the price for poor product selection if they fail to ensure fund compliance under a n...
Active management has contributed just over half of the returns of hedge funds and alternative investments according to investment analysis....
Dealer group Beacon has placed the DomaCom fractional property fund on its APL...
An embarrassed ASIC has imposed license conditions on Comm FP and Financial Wisdom as short-comings in compensation arrangements are revealed....
CBA says it has worked with customers to “put things right”, after the corporate regulator moved to address inconsistent compensation to customers of two CBA-owned planni...
FPA uses Comm FP’s continuing troubles to restate case for separating product from advice....
A $200 million class action could be brought against the Commonwealth Bank-owned Financial Wisdom on behalf of thousands of investors who claim they lost money due to “ba...
Morningstar will launch an Approved Share List for SMSF advisers dealing with rapid growth of the sector....
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...