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News by this author
Zurich Financial Services has bolstered its life and investments team with two strategic appointments....
ASIC’s market supervision report reveals the big name players subject to market disciplinary penalties....
The rules around the investment strategy operating standard for SMSFs have been significantly amended. Lawyer Michael Hallinan explains some of the changes....
New data from Towers Watson has found that its clients have increased their allocation to hedge fund and private market strategies by 70 per cent since 2010, finishing th...
The benefit of franking credits in an SMSF cannot be underestimated, especially when the fund is in pension phase, writes Graeme Colley. ...
New research suggests job opportunities have shrunk for investment advisers, financial brokers and dealers....
Hong Kong-based private wealth management company Harris Fraser Group is using the Australian retail advice model to poach high-net-wealth clients from private bankers....
Suncorp confirms Vero is applying a ‘selective’ approach to approving directors and officers insurance to planning groups....
NZ’s Tower sells Tower Investments to Fisher Funds for NZ$79 million....
MLC’s Jessica Silva outlines situations where another person can or must act as an SMSF trustee for a person who is unable to do so themselves....
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...