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Financial planning
Synchron's Don Trapnell says some licensees are guilty of creating a "Hotel California" syndrome by imposing unreasonable conditions on exiting advisers....
Financial planning
Sean Rothsey has stepped down as chairman and as a director of MDS Financial Group after more than five years in the position....
Financial planning
Satisfaction among business banking customers has slipped again over the month of December, falling further below that of personal customers, the latest Roy Morgan Resear...
Superannuation
A major industry superannuation fund is changing its legal structure to allow SMSFs to invest in its underlying investment platform....
Financial planning
Financial planners and accountants need to know how their clients’ relationship status is seen in the eyes of the law, according to lawyer Nabil Wahhab, or things like su...
Superannuation
Government's failures on excess contributions are highlighted by decision which places both fund members and employers at risk....
Superannuation
Federal Opposition commits to fixing the excess contributions regime if it wins Government....
Funds management
Growth funds posted the strongest gains for the year ending 2012, spurred on by positive returns in listed shares and property, according to new research from Chant West....
Financial planning
Senior financial planners, paraplanners and relationship managers are in high demand as the new year begins - but employers are maintaining high standards in the selectio...
People & Products
Responsible Investment Association Australasia (RIAA) has appointed Simon O'Connor chief executive following the resignation of long-serving CEO Louise O'Halloran....
Superannuation
In the wake of APRA's warning that loans to SMSFs are more complex than those in a traditional retail environment, Craig Morgan, director of SMSF Loans, has voiced his di...
Superannuation
This year is set to be one like no other for self-managed super fund (SMSF) advisers, according to the SMSF Professionals' Association of Australia (SPAA)....
People & Products
Founder and former chief executive of Finovia Group, Geoff Pritchard, has joined Elixir Consulting as a business coach to service the company's Melbourne and Perth market...
Funds management
Australian real estate investment trusts (A-REITs) returned 32.8 per cent over the year to 31 December 2012, outperforming all other growth in Russell Investments' latest...
Superannuation
Time is running out for financial planners and accountants working in the SMSF space to make crucial decisions before legislative changes come in, according to SPAA....
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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...