financial adviser

Financial planning

Paragem has five more practices in the process of securing their own AFSL, which it says further supports its view that financial reforms will suit the independent financ...

Editorial

FOFA: Opening Pandora's box

Mike Taylor reports that the former chief justice of the High Court, Sir Anthony Mason, has pointed to the legislative challenges facing the Government in delivering an e...

Superannuation

Superannuation: Choosing the right path

The superannuation market offers more choice than ever for consumers looking to build a retirement nest egg, but exercising the right strategies can make a world of diffe...

Superannuation

Superannuation and focusing on the long-term

When it comes to retirement savings, giving Australians tangible information that is focused on the long term should help to reconnect them with their superannuation, wri...

Financial planning

Intra-fund advice should not be exempt

Former High Court judge and patron of the SPAA, Sir Anthony Mason, believes intra-fund advice should be subject to the same fiduciary duty obligations as full advice....

Financial planning

PIS weighs into Opus 21 debate

Professional Investment Services has commissioned a report examining a proposed takeover of the Opus 21 property fund by Century Funds Management – a report Opus ha...

Editorial

The case for tinkering with superannuation

Geoff Wilbow explains why the current superannuation contribution caps are counterproductive and inefficient....

Superannuation

Lack of super and advice services tailored to women

The financial services industry needs to do more to cater for women nearing or in retirement, although tailored services and products for women are lacking in general, ac...

Superannuation

Super fund members reluctant to seek advice

Super fund members are reluctant to take up financial advice due to lack of knowledge in what the offering entails and the cost involved, according to research by Profess...

Financial planning

Former Sydney financial adviser charged with fraud

A former Sydney-based financial adviser has been charged with fraud for allegedly taking $600,000 from his clients’ accounts following an investigation by the Austr...

Financial planning

Advisers make difference in life cover

There is a distinct difference in adequate levels of insurance between people who have received financial advice and those who have not, according to a new piece of resea...

Financial planning

Succession planning wins Hillross practice annual award

A Hillross business has been awarded the Advisory Firm of the Year accolade by the dealer group for its ‘future-proof’ business model....

Editorial

Life insurance: alive and kicking

The life insurance market represented a driver for growth in the financial services industry last year and, according to Tower's Jim Minto, there is little likelihood the...