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News by this author
SMSF specialist BGL sets March launch date for new SMSF administration product. ...
Consolidation and the impact of regulatory reform on the advice market prompt slight restructure at CFS....
ASFA draws line in sand by rejecting the ability for people to hold directorships on multiple superannuation fund boards. ...
Certified financial planner (CFP) professionals are more productive, profitable, and reduce compliance risk compared to financial planners without certification. ...
Planners should be articulating the value of advice instead of debating finer points of legislation. ...
The AIST says moving to ASX-type governance structures is inappropriate for superannuation funds. ...
The actions of external dispute resolution entities has served to impact both the cost and availability of professional indemnity insurance. ...
The margin lending sector seems to be going through a partial revival, but no thanks to financial planners....
Investors in the retirement space have an obligation to deliver their clients a cocktail of low risk and high predictability, a senior investment manager believes....
FPA’s Ask an Expert week reveals strong demand for professional advice....
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...