Those pursuing a Royal Commission into the financial planning industry need to stop spinning and get their facts straight....
William Truong looks at how the Federal Government’s changes to Centrelink’s asset testing from 1 January 2017 will impact clients looking at a Centrelink allowance....
Given that roughly one billion people will be 65 or older in East Asia by 2050, Australian banks need to revamp their services, Juan Pedro Moreno and Greg Carroll write....
Nicholas O'Donoghue writes that for the second year running, the gap between ratings houses, Lonsec and Zenith Investment Partners, has been too close to call, in the fir...
Money Management’s Mike Taylor writes that, for the AFA, the whole life/risk reform process was a case of damned if you do and damned if you don’t....
Industry funds have criticised the Government’s move to impose one-third independent directors on superannuation funds plus an independent chair but, as Mike Taylor repor...
Australians may need to work longer to save more for retirement and a longer life, but Paul Sainsbury asks whether they will be healthy enough to work until 70. ...
In the ‘second machine age’, advisers must find faster, cheaper ways of providing holistic financial advice while still holding the client’s hand, Andy Marshall writes....
Concessions for small businesses and no new taxes on super in the Federal Budget offers real financial planning opportunities for adviser businesses and their clients, Ti...
Is CPA Australia’s financial planning venture an assertive move to lift industry standards or an act of post-exemption self-preservation?...
Col Fullagar explores the advantages of advisers applying a logical basis when deciding on a trauma insurance benefit amount for clients....
Siddharth Saravat presents the case for a bright future for the Indian economy under the helm of Prime Minister Narendra Modi, but outlines the hurdles that remain....
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...