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As superannuation funds seek to move further into the provision of full service financial planning, a recent report prepared for the West Australian Government has raised...

A strong line of argument is being pursued by sections of the financial planning industry that the Government has been focusing its Future of Financial Advice (FOFA) chan...

With market economists pointing to the existence of a ‘wall of worry’ built on bad economic news out of Europe and the US, Mike Taylor writes that advisers will need to g...

Tabitha Lovett explains how to help clients understand the options available to them when it comes to charitable investing. ...

There are widespread concerns that the large-scale quantitative easing by the US Federal Reserve will lead to a resurgence of inflation. Robert Keavney weighs up the evid...

In Money Management’s annual Rate the Raters survey, Lonsec came out at the top of the pack, with Standard & Poor’s close behind. Ashleigh McIntyre analyses the results....

With the Australian dollar reaching record highs in the last few months, Dominic McCormick looks at the issues a strong currency has raised for investors. ...

Tim Browne shares his views and presents some case histories as he surveys the much-debated topic of banning commissions for risk insurance within superannuation. ...

With post-GFC investor confidence returning only slowly, a growing number of planners are placing their clients’ funds into direct shares. Paul Foster asks: is leaving on...

QBE is on target to improve its first half profit, despite the spate of natural disasters....

Martin Breckon outlines the forthcoming changes to TPD insurance in superannuation, including recent amendments to simplify the way funds can determine the deductible pre...

The financial relationships between fund managers and research houses escaped scrutiny in the most recent round of regulatory reforms. But that may not be the case for lo...

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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’...

3 months ago

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

3 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...

4 months ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

2 days 6 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 2 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 1 day ago
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