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Rice Warner says upfront life commissions can be justified where advisers have done the hard yards on initial advice....

Life/Risk • 23 October 2014

Questions are being raised about whether accountants who access limited licensing arrangements will accept conventional licensee remuneration models....

Financial planning • 23 October 2014

The CBA will require its aligned advisers and licensees to hold qualifications in planning-related disciplines as part of its move towards higher education standards. ...

Financial planning • 23 October 2014

AMP Capital gains concentrated equities mandate from Nikko AM....

Financial planning • 23 October 2014

Energy Super launches web tool aimed at providing investment clarity to members....

Financial planning • 23 October 2014

Lonsec and Zenith hand “recommended” rating to Perpetual LIC....

Financial planning • 23 October 2014

UBS launches limited recourse loan product with ETF option....

Financial planning • 23 October 2014

West Australia’s WA Super says it is now able to accept trans-Tasman tranfers from KiwiSaver accounts....

Financial planning • 23 October 2014

AVCAL welcomed the Federal Government’s move to channel funds from the significant investor visa programme into venture capital and small business....

Funds management • 24 October 2014

Concerns about the fees being charged on default superannuation funds are prompting calls for the final transition date for savings to be moved to a MySuper account to be...

Superannuation • 24 October 2014

Paper lodgements have dropped this tax season, as taxpayers move towards electronic mode and tax agents....

Accounting • 24 October 2014

AMP posts strong quarter doubling cashflows over the same period in 2013 and with a solid contribution from its North platform....

Funds management • 24 October 2014

Two boutique non-aligned planning firms have joined Countplus subsidiary Total Financial Solutions (TFS) claiming they were attracted by its ‘independent’ culture and und...

Financial planning • 24 October 2014

The Federal Government has set a date for the rollout of its public adviser registry, which licensees will fund via increased lodgement fees up to $44. ...

Financial planning • 24 October 2014

The Government has rejected a Royal Commission into Commonwealth FP claiming the bank’s Open Advice Review Program should be allowed to work....

Financial planning • 24 October 2014

It is time to put aside traditional and sometimes negative perceptions of accountants and see them as integral to the development and growth of businesses....

Accounting • 27 October 2014

The ATO has reminded Australians to declare undisclosed offshore income and assets as part of Project DO IT....

Policy & Regulation • 27 October 2014

AWI acknowledges ongoing impact of van Eyk collapse but vows to pursue strategy....

Financial planning • 27 October 2014

Global institutional investors are increasingly steering towards boosting returns for their clients, after years of trying to stave off high volatility and market uncerta...

Funds management • 27 October 2014

Australian financial services providers must abandon their “short-term performance culture” if they are to take advantage of opportunities in Asia, Connect CEO, Paul Tyna...

Funds management • 27 October 2014
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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 weeks 2 days ago

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

1 month 1 week ago

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

1 month 2 weeks ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

1 week 2 days ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks 5 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

3 weeks 5 days ago
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