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Superannuation
AMP has so far returned $4.8 million in lost super to its customers amid repeated calls for members to consolidate their superannuation....
Financial planning
Melbourne-based risk adviser Aaron Zelman has started up his own practice, LifeScope Advice, under the Synchron umbrella....
Superannuation
Despite current concerns over SMSF administration, only around 2 per cent of funds have a compliance issue, meaning there is no need for additional regulations, according...
Superannuation
The Australian Taxation Office (ATO) has flagged plans to take a close look at self-managed super funds (SMSFs) that fail to lodge their annual returns....
People & Products
Franklin Templeton has appointed Holly Old as a BDM in its retail advice distribution team, the sixth addition to the firm's advisory services team in the past year....
Policy & Regulation
A consulting firm predicts many financial planning practices and dealer groups will fail to get FOFA-ready....
Financial planning
A social media platform aimed at raising awareness about climate risk and 'short-termism' in the global financial system was launched over the weekend in New York....
Editorial
The popularity of term deposits is currently so high that other product providers need to fight for a little bit of airspace. But is it just a matter of time until term d...
Financial planning
The prolonged lull in investments markets, coupled with the pressure to comply with the new regulatory regime, is taking its toll on some planners' mental health....
Editorial
Investors naturally want to maximise return, but they need to do so in a way that moderates portfolio risk. Dr Stephen Nash explores the benefits of active switching betw...
Financial planning
Former mortgage broker Daniel Nguyen has pleaded guilty to 10 charges including providing false information to banks and assisting clients to apply for loans that were un...
Financial planning
The Australian Securities and Investments Commission has banned two former planners for three years and six years, respectively....
Editorial
A Money Management/Association of Financial Advisers forum dealing with the Financial Services Council’s framework on life/risk remuneration uncovered strong feelings and...
Funds management
Despite global and domestic fears of a housing bubble in Australia, Chan & Naylor believes it is time for Generation Y to step into the property market....
Financial planning
A number of business development managers who have been made redundant by financial services institutions are struggling to find their way back into the industry....
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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...