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Volatility has returned to the stock market and it should be regarded as a yellow flag for the investment cycle, according to Brandywine Global....

Funds management • 21 May 2018

Self-managed superannuation funds (SMSFs) have quadrupled their investment in exchange-traded funds (ETFs) over the last five years, according to Class....

SMSF • 21 May 2018

Mindy Ding looks at how to navigate the maze of regulation that covers leaving superannuation to beneficiaries as part of an estate and explores relevant issues regarding...

Tools & guides • 21 May 2018

Mike Taylor writes that for the major financial planning organisations the future resides in looking beyond the Royal Commission and reaping the benefits which flow from ...

Features • 21 May 2018

The manipulation of youth bank accounts by CBA staff shows that the dominant culture within Australian banks is rotten and must be overhauled, according to the Finance Se...

Policy & Regulation • 21 May 2018

Geoff Rimmer looks at the future of the vertically integrated model, regulation, the dealer group model and dealer Australian Financial Services Licences models in the wa...

Expert Analysis • 21 May 2018

Paying attention to the MSCI ESG Leaders Index could help those looking for socially conscious investments avoid companies such as Facebook, even before public light is s...

Expert Analysis • 21 May 2018

With Elder Abuse becoming increasingly common, Gil Gordon looks at how advisers can assess legal capacity and ensure they are both giving and recording appropriate advice...

Expert Analysis • 21 May 2018

A number of the recommendations likely to flow from the Royal Commission will be viewed as unfair but the financial planning industry will need to be pragmatic if it is t...

Editorial • 21 May 2018

The Australian Workers Union has alleged ulterior motives in a Financial Services Council call to allow the big life insurers to get injured workers back to work sooner....

Life/Risk • 21 May 2018

With an ageing population, increasing longevity and policy reform making superannuation a less suitable tool for leaving wealth, Hannah Wootton looks at what structures p...

Features • 21 May 2018

With a growing number of active exchange-traded funds on the market, managers discuss what it means for financial planners and how it can affect traditional models of por...

Features • 21 May 2018

In an attempt to differentiate itself among the other four class actions already launched against AMP, Slater and Gordon has announced that it offers the best value to cl...

Financial planning • 21 May 2018

While global dividends reached record levels in the first quarter Australia is lagging, according to Janus Henderson....

Funds management • 21 May 2018

Diversification and narrowing the range of possible investment outcomes is of paramount importance in the post-retirement environment, according to Insight Investment’s A...

Funds management • 21 May 2018

Australian insurtechs don’t believe industry incumbents are embracing start-up innovation fast enough, according to a new report....

Life/Risk • 22 May 2018

The prices of cryptocurrencies are driven not by any economic factors but purely by the mood swings of investors, according to the Warwick Business School....

Financial planning • 22 May 2018

MLC Life Insurance has told a Parliamentary Joint Committee that life insurers should be allowed to contribute more to worker rehabilitation, albeit with clear limitation...

Life/Risk • 22 May 2018

New data confirms that the loss of grandfathered commissions hardly compares with the impact of planners losing life/risk commissions....

Financial planning • 22 May 2018

The Financial Planning Association has acknowledged that obtaining and then maintaining financial planner code-monitoring status represents a substantial and expensive ch...

Financial planning • 22 May 2018
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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’...

5 days 6 hours ago

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

4 weeks 2 days 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 ago

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

1 week 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. ...

2 weeks 1 day ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 2 days ago