FINANCIAL ADVISERS

Superannuation

SPAA claims the level of exposure of SMSFs to residential property is being over-stated. ...

Financial planning

Six women have been named finalists for the third annual Association of Financial Advisers (AFA) and TAL AFA Female Excellence and Advice Award. ...

Financial planning

While grandfathering appears to have put a halt on succession planning, the reality is that wider issues have been exposed and, as Jason Spits writes, planners are lookin...

Financial planning

Last week, Money Management published the first eight of Paul Derham’s 16 tips to help planner practices sail through their next licensee compliance audit. In part 2, Der...

Editorial

BlackRock Australia’s Jonathan Howie explains why ETFs can work in the best interests of clients and financial advisers. ...

Editorial

After a substantial part of the year when employers and employees seem to have been marking time in terms of job recruitment, things may be about to change, write Andrew ...

Financial planning

The Future of Financial Advice regime is slowly settling down. Well, perhaps. With the recent election of a Coalition Government, all bets could be off the table, as Geor...

Superannuation

As SMSF regulatory reform puts the spotlight on the relationship between accountants and financial advisers, David Clatworthy looks at how the relationship may evolve in ...

ISN is urging financial advisers to recommend industry super funds based on long-term returns....

Funds management

Funds management director Caroline Saunders made redundant after strategic review of Barclays’ funds management operations...

Financial planning

The Association of Financial Advisers (AFA) has announced the finalists of its 2013 AFA Adviser of the Year Award....

Financial planning

For those advisers aspiring to greater things, two recent pieces of research may contain the insights they need to drive their business further, according to Zurich’s Ric...

Top 100

TAL’s Accelerated Protection Income Protection Premier has taken out the top spot in this year’s Money Management/DEXX&R Adviser Choice Risk Award for disability income p...

Superannuation

Only two in five Australians currently receive qualified financial advice, according to a recent survey conducted by the Financial Planning Association....

Financial planning

ASIC will impose additional licence conditions on Moneywise Securities following concerns around some of the advice provided to clients. ...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 4 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 6 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 4 days ago
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