FINANCIAL ADVISER
Superannuation
Even with all the bad news in the market, Ben Abbott reports that it might not be a bad time for clients to retire....
Financial planning
Former Tasmanian financial adviser Mervyn William Mitchell appeared in Hobart Magistrates Court today on 110 charges brought by the Australian Securities and Investments ...
Financial planning
The turnaround in Platinum Asset Management’s decision to withdraw its funds from the Macquarie Wrap platform investment menu was not related to fees in any way, says Pla...
Financial planning
Clients may be facing “poorer” and “fragmented” advice on superannuation fund structures under the Financial Services Reform Act (FSRA) if accountants are unable to give ...
Financial planning
IOOF yesterday launched its Portfolio Services (IPS) platform, a combination of the group’s discontinued MAX and LifeTrack brands, in response to financial adviser and in...
Financial planning
UBS Global Asset Management has closed its Australian equities book to new institutional mandates, opting to use its remaining funds under management capacity to source m...
Financial planning
The Australian Securities and Investments Commission (ASIC) has permanently banned a New South Wales investment adviser from providing any financial advice after he misap...
Financial planning
Paul Resnik goes in search of some of the answers to the problems currently facing the financial planning profession....
Financial planning
A South Australian financial adviser has been sentenced to over two years jail term after an investigation conducted by the Australian Securities and Investments Commissi...
Superannuation
Good estate planning aims to preserve and transfer your wealth to the next generation as tax effectively as possible. One of the tools that can help clients achieve this ...
Financial planning
The Commonwealth Bank of Australia (CBA) is aiming to increase its financial planner numbers by 200 over the next 18 months and reduce the number of products offered by t...
Financial planning
At a time when advisers are under pressure because of negative returns, Jack Houwing and Mike Fitzpatrick argue that estate planning presents a business development oppor...
Financial planning
More than 80 per cent of do-it-yourself (DIY) super fund investors believe their accountant or financial adviser will be held responsible if their fund breaches super leg...
Financial planning
Consistent performance combined with low volatility enabled Basis Capital to be rated the top InvestorWeb six star fund manager for hedge funds....
Editorial
The financial planning industry in the UK is in a state of flux. Lisa Bowman reports....
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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...