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More high net worth individuals are seeking advice and are willing to pay for specialised services with many choosing to work with a single advice provider....

Financial planning • 27 October 2014

Generation X women are mimicking the risk-cautious investment habits of retirees, a problematic trend considering they are in their prime accumulation phase. ...

Financial planning • 27 October 2014

Victims of Financial Fraud group lash Medcraft’s call for tougher penalties, citing regulator’s past failures....

Financial planning • 27 October 2014

Accountants who provide advice on self-managed superannuation funds (SMSFs) need to consider the level of advice they want to give clients before new licensing rules come...

Accounting • 27 October 2014

ASIC has ordered NAB to tweak claims on its home loan rate advertisements, as part of its crackdown on false and misleading advertising. ...

Financial planning • 27 October 2014

Fund manager, Placer Property, is seeking $26.5 million in equity from SMSFs and individual investors for its NewActon East Property Fund....

Life/Risk • 28 October 2014

While the typical SMSF couple at age 65 are in good stead for a comfortable retirement, big spending SMSFs have been warned against over-confidence, new research reveals....

Superannuation • 28 October 2014

ANZ suspended trading yesterday afternoon after inadvertently releasing some telling financial details, days before the bank’s scheduled unveiling of its results. ...

Financial planning • 28 October 2014

The recent push by financial services institutions to lift education standards has resulted in women making up a majority of those being trained....

Financial planning • 28 October 2014

Most Australians are in the dark about how much commission mortgage brokers are earning for their home loan advice, a survey has revealed. ...

Financial planning • 28 October 2014

News Corporation’s Eureka Report is set to start testing a digital investor engagement solution next month, as talks continue with platform provider, OneVue. ...

Financial planning • 28 October 2014

The financial advisers’ register is missing key bits of information, defeating the purpose of the register to make information transparent to consumers....

Financial planning • 28 October 2014

FOS chief obudsman, Shane Tregellis rejects calls for a limit to its monetary jurisdiction and claims those urging a more legalistic approach are ingoring recent changes....

Financial planning • 28 October 2014

Suncorp has finished remediating its life and general insurance businesses after breaches that saw the insurer pay back $23 million to customers. ...

Life/Risk • 28 October 2014

Office space in Adelaide is expected to continue to provide low rental returns for investors as an oversupply drags rents down, a new report reveals....

Life/Risk • 28 October 2014

Australian taxpayers who voluntarily disclose their offshore income and assets under Project DO IT will not face a ‘red flag’....

Policy & Regulation • 29 October 2014

Investors who are in it for the long-haul can exploit opportunities arising from short-term investors’ actions, but risk making investments based on poor forecasts, a new...

Financial planning • 29 October 2014

SMSF retirees drawing more than the ‘comfortable’ income level should not become over-confident, a research paper warned....

Superannuation • 29 October 2014

Deferred lifetime annuities would cost the Federal Government nothing to introduce and would begin to have an immediate impact on retirement income savings, according to ...

Superannuation • 29 October 2014

Financial services companies are almost matching government regulatory costs with their own self-inflicted rules, and effectively “choking themselves in red tape”....

Financial planning • 29 October 2014
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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’...

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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