EDITORIAL

The fallout from the GFC has shaken consumer confidence in the financial services sector, prompting an increase in direct investments. Janine Mace takes a look at what th...

Realising the cash value on term insurance policies can often prove difficult. Col Fullagar explains why employing a life settlement vehicle can help your clients address...

The market for C and D financial advice clients is heating up, both for sellers and buyers, writes Caroline Munro....

Building a nation of prosperity through quality financial advice should be an election issue, argues Jan Kolbusz....

The Ripoll Review recently proposed the introduction of a statutory fiduciary duty for financial advisers. Tim Browne examines the importance of such an obligation for th...

The advent of intra-fund advice has given rise to online advice platforms with point-and-click delivery, writes Mike Taylor. But will the regulators be able to keep up wi...

Investor-owned fund manager IFM plans to use profits to generate financial flexibility in order to compete with other investment managers and drive expansion, according t...

To be recognised as true professionals, financial planners need the equivalent of a degree qualification. The FPA's Certified Financial Planner designation is not enough,...

With the Federal Election campaign now approaching the halfway mark, Mike Taylor notes that there has been precious little discussion about financial services, the Future...

The financial planning industry should be paying more attention to female advisers - as well as female clients....

Gemma Dale outlines the implications recent legislation could have for SMSF trustees who want to use limited recourse borrowing arrangements to acquire allowable assets....

The industry super funds are the big winners from the inevitable ban on financial advice commissions, but now it's time for the industry to move on, writes Mike Taylor....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 4 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

1 week 1 day ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

3 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

2 weeks 6 days ago
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