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FINANCIAL ADVISERS
Financial planning
When it comes to servicing Australia’s ageing and increasingly wealthy population, many advisers overlook the opportunities that exist in philanthropy. Lawyer Vincent Ho...
Financial planning
Dealer group recruitment is mostly frozen until after the Federal Election when grandfathering can be clarified. ...
Superannuation
Financial advisers need to be careful in dealing with pension commencement dates, according to superannuation specialist Michael Hallinan. ...
Financial planning
Listed technology provider posts modest half-year profit....
Superannuation
Sequencing risk can have a catastrophic impact on a SMSF, according to Michael E. Drew, professor of finance at Griffith University and partner at Drew, Walk & Co. ...
Financial planning
Industry Super Network chief executive David Whiteley will find himself pitted against some of the financial planning industry's key executives at a Money Management/Asso...
Financial planning
The role of the ‘platform’ continues to be at the heart of the provision of financial advice to Australians, both young and old....
Superannuation
The same company which produced research claiming FOFA would make advice cheaper is now in the headlines for giving women more super than men....
Financial planning
New US research suggests planners need to be careful about making assumptions about what female clients want....
Financial planning
There are enough unknowns remaining in FOFA to create uncertainty for planners well into next year....
Editorial
Due to the wave of change ripping through the financial services industry, law firms specialising in this sector will be fighting for your business. Leanne Mezrani points...
Financial planning
When AFA chief Brad Fox asked Roadshow attendees in Sydney to put their hands up if they thought the financial advice industry was a profession, only 5-10 per cent of peo...
Financial planning
Financial advisers tend to over-estimate the average investor’s knowledge of financial markets – but social media could help to stem this trend, a US study has found....
Financial planning
Planners are already changing their commercial decisions on business acquisitions because of grandfathering issues. ...
Editorial
Barry Lambert looks at the underlying value of an AFSL, why you might avoid buying one and the likely impact of licensing accountants. ...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...