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Financial planning
Australian Unity Investments has formed a joint venture with boutique manager Platypus Asset Management to offer Australian retail equity products....
Funds management
While 2004 was the year of the boutique, 2005 was, well, the year of the boutique....
Financial planning
The ATO has expressed concern at the continuing use of the term ‘do-it-yourself super’ when referring to self-managed superannuation arguing that it can conjure up inappr...
Financial planning
Post graduate degree qualified people will no longer be able to gain an exemption from four out of the five units that must be obtained to receive the Certified Financial...
Financial planning
Canberra has criticised ASIC for negative comments one of its senior executives made about financial planners at a public function....
Superannuation
The new choice of superannuation fund regime has failed to accelerate the growth of self-managed superannuation funds....
Financial planning
In the financial planning industry, the road to setting up your own practice is full of pot holes. BEN ABBOTT asked John Kiley how he survived his first year....
Financial planning
An online training course in sustainable and responsible investing for financial advisers will qualify participants to display the Ethical Investment Association’s SRI Sy...
Funds management
Returns from hedge funds have declined over the past five years and are not expected to return to levels seen in the 1990s in the next three to five years despite optimis...
Financial planning
Just a few minutes ago, I finished speaking by phone with the son of a long-standing client. Our client’s son is 23 years of age and is in his first job, having completed...
Financial planning
There has been much discussion about the lack of life insurance being taken out by the Australian public. But this pales into almost insignificance when the focus is on r...
Financial planning
Glebe Asset Management is to be sold off by its owner, the Anglican Church of Australia....
Financial planning
New rules that could dramatically cut the paperwork burden for financial planers are a step closer after the Federal Government released regulations that aim to shorten t...
Financial planning
APRA and ASIC will jointly release an industry best practice guide on unit pricing within the next three weeks....
Financial planning
With the introduction of financial services reform, the ‘know your client’ obligation for financial planners is more critical than ever before....
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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...