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Superannuation
Self-managed superannuation fund (SMSF) trustees are most likely to consider closing their fund within the first year of establishing it, according to research conducted ...
Financial planning
Eight-five per cent of financial planning practices do not formally ask their clients for feedback, according to Business Health director Terry Bell....
Financial planning
Will the renewed optimism in the financial services industry bring on more jobs and higher salaries? What can financial planners hope for in terms of career opportunities...
Financial planning
In response to a lack of dealer group support for responsible investments, a group of financial planning practices has come together to push the ethical investing agenda....
Life/Risk
Synchron’s Don Trapnell calls for proof to justify ASIC’s concern on churn....
Financial planning
A new Association of Financial Advisers white paper has uncovered what good financial planning practices do well - but also what they need to improve on. ...
Policy & Regulation
Following ASIC’s introduction of new credit reforms, an operator and its director have been banned from conducting any credit business....
Superannuation
ASFA has provided more details on how one of its new committees would work....
Funds management
The ex-director of Astarra AM has been banned for life after contributing to the collapse of Trio Capital by failing to comply with financial services law. ...
Financial planning
The last six months have seen the emergence of a new crop of buyers with in-house products, according to financial planning practice broker Stephen Prendeville....
People & Products
The Association of Financial Advisers has made a number of changes to its board following chief executive Brad Fox’s decision to resign as treasurer....
Superannuation
Concern that SMSF trustees do not have sufficient knowledge to diversify their portfolios....
Financial planning
Former Lonsec managing director Norm Graham pleads guilty to insider trading charges....
Superannuation
Specialist barrister Noel Davis explains the ramifications of the latest AAT decision relating to excess contributions and why trustees, members and employers should all ...
Funds management
James Houstone has been appointed Royal Bank of Scotland’s (RBS’) head of debt capital markets for Australia....
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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...