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Financial planning
Underlying hot topics like the commissions debate, Australia’s insurance gap and compliance is the need to boost consumer confidence and reinforce the value of advice, ac...
Financial planning
The Parliamentary Secretary to the Treasurer, Chris Pearce, has indicated the Government will not intervene with prescriptive legislation as to whether fee or commission ...
Financial planning
Financial Planning group Deakin Financial Services will be closed on May 15, leaving close to 45 financial planners looking for a new home....
Financial planning
A Queensland forestry agribusiness fund manager is looking at a possible ASX listing as it plans an exit strategy for its investors....
Financial planning
Advisers are often so busy looking after their clients’ best interests that they forget to adequately take care of their own, especially when it comes to protecting their...
Financial planning
Independent dealer group Count Financial has announced it will scrap an incentive program that rewards its planners for placing funds into preferred platforms, even thoug...
Financial planning
Investors are less interested in the fees-versus-commissions debate and much more interested in finding an adviser they can depend on, writes Craig Dunn....
Financial planning
The Australian Democrats have indicated they will back a policy to ban commissions on compulsory superannuation guarantee (SG) contributions if it is shown financial advi...
Financial planning
The Australian Democrats have moved quickly to outline elements of their superannuation policy ahead of next month’s Federal election by announcing a five point plan whic...
Funds management
The Australian Prudential Regulation Authority (APRA) has permanently disqualified two former Harts Australasia executives from the industry for failing to demonstrate du...
Superannuation
Advisers need to take special care when working on estate plans for divorced clients. Julie Bennett reports....
Funds management
Australian Unity will suspend inflows into its Healthcare Property Trust for up to six months as the fund has fallen victim to its own success according to the fund mana...
Financial planning
The ‘who owns the client’ debate refuses to lie down and the Privacy Act appears to be fuelling the fire. JULIE BENNETT reports....
Financial planning
Fallout from the Hartley Poynton case has not abated with continuing interest into how this judgement may set the ground rules for further court action involving advisers...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...