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CHIEF EXECUTIVE
Editorial
Long-held skepticism about the performance of ethical funds appears to be unfounded. Why then, are the funds still slow to gain traction, asks Nicholas O’Donoghue....
Financial planning
The challenges presented by an ageing population put the onus on advisers to stay up to date with the latest technical know-how, Paul Rogan writes....
Superannuation
Superannuation funds must change their asset allocation to accommodate the evolving income and liquidity requirements of members, Mark Thomas writes....
Financial planning
The further Senate Commmittee process initiated by the Federal Opposition will simply be another in a long list starting in 2009....
Policy & Regulation
Finance Minister, Mathias Cormann, claims the Opposition’s efforts to create a further Senate inquiry into the planning industry is political opportunism at work....
Funds management
The development of managed accounts will allow a boutique planning firm to replacing its wrap platforms and SMSF administration service with a managed discretionary accou...
Policy & Regulation
The FPA has urged the calling of a national summit to resolve the issues raised in the 61 recommendations of the Senate Committee report....
Financial planning
A number of CBA planners have declared their anger at comments made by the FPA chairman, Matthew Rowe....
Financial planning
Industry Super Australia (ISA) has been accused incorrectly blaming the banking industry’s interests for a post-Future of Financial Advice (FOFA) return to a commissions’...
Financial planning
ASIC has acknowledged the CBA’s new compensation and review processes by reminding the banking group of its ongoing breach reporting obligations....
Editorial
The Government may have moved to “rebalance” FOFA, but bipartisanship remains a forlorn hope....
Financial planning
Australian Unity-owned Big Sky Building Society appoints new CEO. ...
Financial planning
Recent policy changes have made preparation – and the role of planners – more critical than ever in the post-retirement space. However, even for planners, it’s not an eas...
Editorial
The Government may have moved to “rebalance” FOFA, but bipartisanship remains a forlorn hope....
Financial planning
Commbank repeats apology and outlines independent review process for impacted customers. ...
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MARKET INSIGHTS
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...