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Financial planning
Melbourne-based accountancy firm Matthews Steer Chartered Accountants has announced the creation of a new wealth management division....
Financial planning
With regulatory changes and increased professionalism set to dominate 2013, "doing nothing is not an option" for practice principals, according to Seaview Consulting dire...
Editorial
Recent economic news has some predicting the Australian economy is undergoing massive change. Daryl Wilson looks at the arguments and the potential impacts on property in...
Financial planning
AMP Horizons Academy director Tim Steele has been appointed to replace Neil Swindells as head of AMP-aligned dealer group ipac, effective from early 2013....
Accounting
A limited AFSL for accountants would be too restrictive and expensive, meaning accountants who want to advise on SMSFs would be more likely to join an existing licence th...
Editorial
As part of their value-add, financial planners are increasingly putting in the time to build direct share portfolios for their clients. Are direct investments the new coo...
Financial planning
AMP Horizons director Tim Steele will take over as head of AMP-aligned dealer group ipac from early next year....
Financial planning
The client's risk profile - as determined by a financial planner - should determine how their money is managed, according to Fitzpatricks Private Wealth chief investment ...
People & Products
The SMSF Professionals' Association of Australia (SPAA) has appointed Brett Kenny to the board....
People & Products
Franklin Templeton Investments has appointed Matthew Hattersley as northern region - key account manager, the company's sixth strategic hire to its retail business in the...
Funds management
Any portfolio with a time horizon of three years or more must have some exposure to equity markets, according to State Street Global Advisors' (SSgA's) Amanda Skelly....
Superannuation
Superannuation companies offering simpler products that require fewer decisions from members and reduce administration fees are likely to see a commercial benefit in the ...
Financial planning
Financial planning clients remain sceptical about their fees regardless of their wealth levels, according to research by the International Centre for Financial Services (...
Superannuation
Accounting and wealth advisory group Chan and Naylor has called for what it describes as "overlooked guidelines" to be issued with respect to SMSFs. ...
Financial planning
Putting together binding financial agreements (BFA) for couples is an untapped area for financial planners, according to Peters McKeown director Tricia Peters....
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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...