FINANCIAL ADVISER
Editorial
The skills learned as a paraplanner are vital when making the career change to financial advice, writes Mark Larmour....
Editorial
It has become self-evident that either directly or indirectly, opt-in is going to drive up the cost of financial advice for many Australian consumers, writes Mike Taylor....
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
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
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
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
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
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
Geoff Wilbow explains why the current superannuation contribution caps are counterproductive and inefficient....
Superannuation
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 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
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
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
A Hillross business has been awarded the Advisory Firm of the Year accolade by the dealer group for its ‘future-proof’ business model....
Editorial
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...
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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...