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News by this author
The latest Chant West data points to most fund members ending the year in positive territory, but only just....
Suncorp-owned dealer group Guardian Advice has made a number of senior appointments including Mark Kevin as NSW/ACT state manager....
A former self-managed superannuation fund (SMSF) adviser has been found guilty at Downing Centre Local Court after pleading guilty to one count of lodging a false stateme...
The majority of Australian share fund managers are heavily overweight to the “quality” end of the share market while few hold bias towards value stocks....
Treasury are concerned further reforms to develop a deeper deferred lifetime annuity market may create a tax loophole for planners and product developers said The Actuari...
The Australian Securities and Investments Commission has cancelled the Australian financial service licence of the Sydney-based Flowers Financial Management....
PIS CEO Pete Walther is stepping down after 18 months with the company....
Wilson HTM Investments has confirmed to the Australian Securities Exchange (ASX) today that an investigation is underway into allegations leveled against its managing dir...
SPAA and IPA have signed a collaborative agreement to work together on specific areas related to SMSF advice....
BGL enters into arrangement with RP Data to provide automated property data to SMSFs. ...
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...