DISCLOSURE
Funds management
It has become difficult to gauge the true extent of gearing for many REITs, which require greater transparency in reporting, PKF chartered accountants has stated....
Financial planning
The current employer selected default fund model for super should be replaced with a fully member choice driven model rather than a national default fund, says GESB....
Financial planning
Mortgage brokers have been going through an evolutionary period since the new National Credit Protection Legislation came into effect on January 1, and the challenges the...
Editorial
Bryan Ashenden takes a look at the far-reaching impact the recommendations of the Ripoll Inquiry could have on the financial services industry....
Editorial
Last year was a watershed year for the financial planning sector, writes Richard Klipin. He explains why 2010 promises to be a year of opportunity....
Editorial
This year promises to be interesting year for the entire financial services industry, writes Jim Minto....
Financial planning
More people are at risk of an ATO risk review or audit with the ATO's 'wealthy' barometer falling from $30 million net assets to $5 million....
Financial planning
ASIC has banned a Victorian financial planner from providing financial services for five years for, among other things, misleading his clients and providing clients with ...
Editorial
Financial advisers should be aware of how overseas travel or residency can affect their client’s risk insurance protection, writes Col Fullagar....
Editorial
Investors with ethical sensitivities may prefer certified responsible investment funds, but do they really understand where their money is going and to what extent do the...
Financial planning
In what represents a largely unprecedented move, both APRA and ASIC have moved against Trio Capital and its Astarra super funds and managed investment schemes....
Financial planning
While NAB's offer for AXA Asia Pacific's Australian and New Zealand businesses seems to have upped AMP's bid by 4 per cent, the game may not be over yet for AMP....
Financial planning
A New South Wales financial adviser has been banned from providing financial services for 10 years for advising his SMSF clients to invest in companies he directed....
Financial planning
ASFA has urged the Cooper Review to separate out advice fees in relation to super and to eliminate commission-based remuneration....
Financial planning
Moves to resolve conflict of interest issues are being undermined by the 'divided loyalties' the Corporations Act encourages, argues FPA deputy chief executive Deen Sande...
Never miss the latest news and developments in wealth management industry
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...