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News by this author
The finalists for the Money Management/Lonsec 2013 Fund Manager of the Year Awards have been announced, with two new categories added to the list....
Australia Institute head calls for Treasury to reveal costs of super versus pension savings....
Life insurance claim payments have jumped by 10.7 per cent over the last 12 months, breaking through $4 billion in claim payments, according to new figures released by th...
An increasing number of financial planners want to take a more active role in estate planning for their clients. Here’s what they should do, writes Anna Hacker. ...
With more mortgage brokers taking advantage of the growth of the self-managed superannuation fund (SMSF) space, the MFFA will soon launch a training course in SMSF lendin...
ASIC has accepted an enforceable undertaking (EU) from financial services business City Index Australia....
Roy Morgan data points to strengthening business confidence among financial services and insurance firms, but eFinancialCareers claims retrenchments are the order of the ...
ASIC has suspended LM Investment Management’s AFSL for two years as its investigation into the fund manager continues. ...
A cautious approach to an improving yet still volatile market is causing a boom in beta-oriented and defensive investment products, according to Investment Trends....
Criticism of the Government’s super tax changes has extended to the law community, with the Australian Lawyers Alliance (ALA) raising concerns that the newly announced su...
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...