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News by this author
Scaled and scoped advice has received undue focus under the Future of Financial Advice (FOFA) legislation, and is a sign of increasing levels of paternalism in legislatio...
Financial advisers are still not addressing longevity risk and having conversations with clients about what they will do if they live too long, according to one speaker a...
The Institute of Public Accountants has renewed calls for a lifting in superannuation concessional contribution caps....
Fund manager Legg Mason has recruited a senior JP Morgan staffer to become its director of sales....
Legg Mason has recruited Colin Taylor away from JP Morgan to become Director of Sales, based in Melbourne. ...
Asteron Life has launched an educational television offering which it says is intended to get advisers "market savvy". ...
Following up on its move to actively target its existing network of independent financial advisers, Investec Australia has reduced the interest rates on its tailored home...
US investment manager, Neuberger Berman, appoints new Multi-Asset Chief Investment Officer....
Plato announces relationship with Milliman to overcome sequencing and longevity risk issues. ...
Former Reserve Bank Governor, Ian Macfarlane will headline the Morningstar Investment Conference in Sydney on 15 May. ...
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...