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Editorial
The electoral cycle has overtaken the Government's agenda to change the financial planning industry and, as Mike Taylor reports, the ultimate outcome will be dictated by ...
Editorial
Direct life insurance is here to stay, writes Marcello Bertasso, but consumers may prefer the peace of mind offered by a policy that is underwritten upfront....
Financial planning
The corporate regulator has issued a warning to both listed and unlisted companies on creative and inadequate financial reports in the lead up to the reporting season, wi...
Life/Risk
With the implications surrounding genetic testing a growing concern for the public, Col Fullagar examines the industry's handling of the issue in relation to insurance....
Editorial
Many of the MySuper proposals are flawed, according to Robert Keavney, including the reduction of disclosure to members and the introduction of the concept of 'optimal' i...
Financial planning
APRA has recommended superannuation trustees adopt a suitable classification process to ensure members can distinguish between the characteristics of each investment stra...
Financial planning
ASIC has issued a reminder to all margin lending providers that they need to have, or applied for, a margin lending authorisation by 30 June if they wish to continue prov...
Financial planning
Vanguard chairman and chief executive William McNabb has argued that simplicity, transparency and candour are the keys to regaining investors' trust....
Financial planning
ASIC has released updated requirements for unlisted debentures and unsecured notes to improve disclosure to retail investors....
Financial planning
The ATO's offer of reduced penalties in exchange for the full disclosure of undeclared offshore income will close next week....
Financial planning
A Financial Wisdom adviser is challenging CommInsure over its rejection of his trauma claim. ...
Financial planning
The Government has welcomed regulations prescribing short and simple product disclosure documents for margin loans, superannuation and simple managed investment schemes....
Financial planning
ASIC is seeking public comment on relief proposals that will permit certain indirect self-acquisitions by investment funds....
Financial planning
Those advising on gearing in super will need to ensure they are licensed to deal in derivatives by the end of September under draft regulations released yesterday....
Financial planning
New platform deals to combat a potential removal of volume rebates will simply create a less transparent environment for investors....
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MARKET INSIGHTS
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...