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News by this author
When making a risk claim, clients will often be asked to undergo an independent medical examination. Col Fullagar explains the adviser’s role in ensuring the client is tr...
The Trust Company board has unanimously recommended that shareholders support the acquisition proposal by Perpetual, in the absence of a superior proposal....
The latest ASFA retirement standard shows that although the cost of a modest retirement may have increased, a decrease in the cost of luxury items has brought down the co...
Praemium has added nine new model portfolios to its separately managed account (SMA) platform....
Opposition ridicules Shorten’s efforts to establish a committee to advise on the establishment of a Council of Super Custodians. ...
Having just emerged as the highest-ranked provider in the Wealth Insights research into service levels, Colonial First State (CFS) has announced a range of upgrades to it...
Specialist documentation provider Topdocs issues caution on appropriate documentation within SMSFs....
Mortgage broker Mortgage Choice has moved further to diversify its financial services offering, announcing this week that it had entered into a strategic partnership with...
HFA Limited offshoot Certitude Global Investments has entered into a partnership arrangement with US investment manager Columbia Management Investment Advisers....
Prime Super has joined the growing list of superannuation funds to gain approval from the APRA for a MySuper product....
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...