FINANCIAL ADVISERS
Financial planning
There are many aspects involved in running a successful financial planning practice, including the things clients can see and the things that lie beneath the surface. Mil...
Financial planning
ISN chief David Whiteley has urged the next elected government to give FOFA a chance before abandoning it completely. ...
Financial planning
The Coalition’s Paul Fletcher reaffirms a change in Government will see a change to key elements of FOFA....
Financial planning
Lobby group National Seniors has called on ASIC to ramp up planner regulation as AFS Group investors face investment losses due to lapsed PI insurance policies....
Financial planning
AFA calls for clarity after Court rules brokerage account not reserved for advisers....
People & Products
Julie Berry named as first Australian to head NZ planning body...
Superannuation
Pengana CEO Russell Pillemer has reinforced the need to examine inherent risk in investment portfolios as Australia's baby boomers approach retirement....
Superannuation
Feedback from financial advisers and accountants has been used by OneVue to extend its suite of SMSF services. ...
Editorial
The Association of Financial Advisers was right to open talks with Treasury officials around the status of grandfathering when planners move between one licensee and anot...
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...
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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...