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News by this author
As Commonwealth FP again finds itself in the media spotlight, the FPA has defended the manner in which it has handled members who broke bad....
More Australians regret not receiving professional advice to manage finances when they were younger, new research from REST Industry Super reveals. ...
NAB Wealth will refund customers after it found some of its customers had received incorrect compensation after an investment income error on its Navigator platform....
BT Wrap has knocked back claims by Sirius Funds Management that it was uncommunicative, stating information had been supplied on a regular basis....
Macquarie Group has reported a 49 per cent increase in net profit on the back of strong divisional performances....
The ATO has issued a public ruling which it claims removes any doubt about dividend washing being out of bounds....
FSC backs Commission of Audit recommendations on narrowing the gap between the age pension and the super preservation age....
The Australian Private Equity and Venture Capital Association says the Commission of Audit’s approach is flawed....
The Association of Superannuation Funds of Australia said the government needs to take a long-term view when tinkering with the age pension and superannuation systems...
FPA honours ‘first lady of financial planning’, Gwen Fletcher, by giving her name to a CFP-related award...
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...