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Life/Risk
Most advisers believe they will have to charge a fee at claim time if insurance commissions are banned, according to a poll by Risk Info....
Superannuation
Research by Russell Investments has found many super fund boards are ineffective in delegating to investment committees, while more than 50 per cent of super funds have n...
Life/Risk
Insurance policies included in superannuation have increased the overall coverage of working Australians but insufficient default levels of insurance in many cases are cr...
Superannuation
A number of SMSF advisers surveyed by the Self-Managed Super Fund Professionals’ Association of Australia have supported a restricted licence for accountants advisi...
Financial planning
The All Star KFM Income Fund is reducing its fees by 25 per cent following a restructure away from a fund of fund structure to an investment mandate structure, the compan...
Financial planning
The chief executive of van Eyk Research, Mark Thomas, has fired a broadside at the Australian investment research industry, criticising his peers for failing to apply hig...
Financial planning
AMP has provided further fodder against the NAB acquisition of AXA Asia Pacific, releasing consumer sentiment research that reveals an aversion to bank acquisitions....
Financial planning
Following a number of complaints about delays resulting from its administrative changes, the Australian Taxation Office says it is “still smoothing out some operati...
Financial planning
Australian Unity increases monthly withdrawal limit on mortgage funds....
Editorial
There is a heavy reliance on equities when it comes to investment portfolio construction, but getting the balance right is no easy task, writes Stephen Hart....
Financial planning
Financial planners know what they want from a ratings house and the common starting point is quality research underpinned by user-friendliness. Mike Taylor reports....
Financial planning
Abacus Property Group has arranged new debt facilities amounting to $536 million....
Financial planning
A successful acquisition of AXA Asia Pacific by National Australia Bank (NAB) would have a far more significant impact on the use of platforms by financial planners than ...
Superannuation
Aberdeen Asset Management’s Leanne Bradley warns against too much adherence to benchmarks in retirement products....
Financial planning
Perennial points to tactical advantage in face of bond market overreaction....
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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...