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Investors want ETFs to get exposure to overseas markets and now they can access Japan and Europe markets, hedged to the Australian dollar....

Funds management • 16 May 2016

If there is one pattern emerging in portfolio management, it is that avoiding the resources sector has benefited investors as much as choosing to invest in other sectors ...

Features • 16 May 2016

Former International Organisation of Securities Commissions (IOSCO) vice chair, Ashley Alder, has been announced as the chair of the new IOSCO board at its inaugural meet...

Financial planning • 16 May 2016

Life insurance solutions should be linked to impacts, not causation, and should provide benefits based on the claimant's outcome of an illness rather than just on the con...

Features • 16 May 2016

While understanding the intricacies of SMSFs require specialist training and education it is well worth the effort for advisers to be able to provide comprehensive SMSF a...

Features • 16 May 2016

Law changes incentivise Australians to declare bankruptcy as the new law would reduce the default period from three years to 12 months, according to personal insolvency e...

Financial planning • 16 May 2016

With the blurring of what services financial advisory practices deliver, advisers need to define what drives value in their business to stay on top of their game, David C...

Features • 16 May 2016

Changes to superannuation in the Budget that may result in changes to clients’ financial plans is a cause for consternation for planners and their clients, the FPA said. ...

Financial planning • 16 May 2016

Selections will be critical to the success or otherwise of the Professional Standards Body covering the financial planning industry....

Financial planning • 16 May 2016

The use of poor data means the Federal Government may have seriously under-estimated the impact of the Federal Budget on SMSFs....

Superannuation • 16 May 2016

ASIC has permanently banned a NSW financial services licence holder from providing financial services after it found he was convicted of multiple counts of fraud and othe...

Financial planning • 16 May 2016

Australians are approaching their investments the wrong way around, and have invested the majority of their funds in Australia, instead of investing where returns are hig...

Funds management • 17 May 2016

Investment specialist Saxo Capital Markets has appointed former Deutsche Bank vice president as its Australian chief executive. ...

Funds management • 17 May 2016

New SM bonds may help improve Australia’s superannuation system, according to new academic research....

Superannuation • 17 May 2016

Investors looking for tax-effective savings options other than superannuation may find investment bonds a useful alternative....

Financial planning • 17 May 2016

Midwinter and Suitebox’s remote meeting capability now allows advisers to bring up their opt-in document electronically....

Financial planning • 17 May 2016

An advice firm which allegedly gave conflicted advice has been ordered by a court to pay back the lost SMSF monies. ...

Financial planning • 17 May 2016

Accountants have been warned that there are consequences if they don’t clamp down on tax scams and evasion....

Accounting • 17 May 2016

A former CBA planner allegedly forged client signatures to meet the requirements of CBA’s internal audit process, following an ASIC investigation....

Financial planning • 17 May 2016

ASIC has accepted an EU from HSBC for potentially giving poor advice to clients on retail structured products without collecting sufficient information and considering th...

Financial planning • 17 May 2016
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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’...

1 week 5 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 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 1 week ago

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

5 days 1 hour 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 1 day 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 1 day ago
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