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Superannuation
Climate change organisations team up to pressure super funds to switch fossil fuel-based investments for cleaner ones....
People & Products
As it continues its push for regional growth, Centric Wealth has appointed Bonnie Boezeman AO as director of urban growth New South Wales....
Financial planning
The number of merged practices deciding to end their relationships will continue to increase in the months ahead due to the lack of clear conflict resolution arrangements...
Superannuation
MLC’s Jessica Silva outlines situations where another person can or must act as an SMSF trustee for a person who is unable to do so themselves....
Superannuation
Daniel Butler and Nathan Papson note that changing an existing non-reversionary defined benefit pension to be reversionary may give rise to certain issues....
Editorial
Many investors haven’t made changes to their investment portfolios since the global financial crisis (GFC). Is now the time to get out of low-risk assets? Craig Keary wri...
Superannuation
Strong sharemarket and listed property performance saw master trusts return more than industry super funds in January, according to Chant West....
Funds management
Applying economic, social and governance (ESG) criteria to the construction of a sovereign debt portfolio can help to minimise reputational risk, according to a new repor...
Financial planning
A lack of ‘cultural alignment’ between planners and their referral partners is leading to poor results, according to Effective Referral Management (ERM) director David Ph...
Financial planning
The Financial Services Council's backdown on its 'churning' policy has been welcomed by the Association of Financial Advisers (AFA)....
Editorial
Despite China’s “age trap”, the economic race between it and India is more complex than any one factor. Finding investment opportunities requires more complex analysis, a...
Financial planning
Increased regulatory scrutiny faced by research houses from 1 September this year might result in increased costs....
Financial planning
Up-to-date insurance data feeds can improve practice management for financial advisers, but more insurers need to come on board, AFA chief executive Brad Fox said....
People & Products
Amelia Constantinidis has been appointed as the new director of AMP’s Horizons Academy....
Superannuation
A recent NSW Supreme Court case highlights the importance of appropriate trustee combinations as well as strategic mechanisms that assist when trustees don’t agree, accor...
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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...