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Financial planning
Social media may help to build strong professional relationships - but it is crucial for financial advisers to have in place an online strategy to avoid overstepping pers...
People & Products
Elan Miller has been appointed senior portfolio manager of Pengana Capital's Australian Equities Market Neutral Fund....
Financial planning
Despite new disclosure requirements being welcome by most of the industry, articulating the value-add of investment research to consumers is left up to the interpretation...
Financial planning
Business confidence in the finance and insurance industry remained steady despite an overall decline as 2012 wound down, according to Roy Morgan industry communications d...
Superannuation
SPAA joins chorus of industry voices on risks associated with limited recourse borrowings....
Superannuation
SPAA says recent data released by the ATO undermines claims of mis-selling with respect to SMSFs....
People & Products
Infocus Group founder Darren Steinhardt will assume the role of chairman following the departure of Barrie Adams at the company's December board meeting....
Superannuation
CareSuper director and former chairman of the board Michael O'Sullivan has died after more than 16 years with the superannuation fund....
Financial planning
SPAA has come out in support of the Government's move to label LRBAs as a financial product, which would mean only financial planners will be able to advise on these arra...
Superannuation
Recently published statistics on SMSFs point to a healthy sector, according to SPAA's Graeme Colley....
Financial planning
Many licensees are putting up "road barriers" to prevent their authorised representatives leaving for another dealer group, says Synchron director Don Trapnell....
Superannuation
Some SMSF compliance rules are discriminatory, lack logic and are unnecessary, according to Chan & Naylor's Ken Raiss....
Financial planning
Older planners who have been deferring their retirement plans are putting their businesses up for sale as markets improve, according to Forte Asset Solutions director Ste...
Financial planning
Experienced financial planners who are buying or selling a relatively small book of clients may decide to use a legal template for the transfer agreement and accept the r...
Accounting
LGH Holdings director and accountant Mark Ronald Letten will stand trial on more than 30 criminal charges in relation to property holdings and development of real propert...
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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...