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FINANCIAL ADVISERS
Financial planning
The AFA has partnered with Kaplan Professional to provide formal and practical education to its members....
Financial planning
BT’s Bryan Ashenden explains why the best interest duty is in everyone’s best interests....
Editorial
The Federal Government and ASIC insist that life/risk churn is real and that it is a serious issue. There exist many advisers in the life/risk space who believe ASIC and ...
Financial planning
The majority report of the PJC clears the way for TASA legislation with the only concession being a transition period....
Financial planning
Praemium has entered the cloud-based sphere with a new customer relationship management solution for financial advisers....
Financial planning
The financial planning industry is not expecting a bipartisan report from the Parliamentary Joint Committee (PJC) reviewing the Tax Agents Services Act (TASA) legislation...
Financial planning
Financial advisers need to be aware of the limitations of the ratings provided by ratings houses, according to specialist financial services lawyer Peter Townsend....
Editorial
The Future of Financial Advice regime will become law from 1 July, but as the Financial Services Council’s Cecilia Storniolo points out, many questions vital to the finan...
Financial planning
Lonsec and Milliman announce joint venture to provide a service based on the needs of retirees....
Editorial
As advisers become increasingly time-poor, multi-manager funds seem to have emerged as an ‘all-in-one’ solution they need for their clients. But as Benjamin Levy reports,...
Life/Risk
AFA insists any examination of churn and self-regulation must look beyond the adviser channel....
People & Products
The AFA has appointed Deborah Kent to its board as NSW director, replacing Mark Hoskin....
Superannuation
Another new administration platform has been launched into the SMSF market - CleverSuper - with the founders inviting 250 advisers to become "founding partners"....
Editorial
Investing in equities offshore has for the past few years been a quick way to add some negatives to a balance sheet, and even the most hardened investors found the going ...
Accounting
Accounting and wealth advisory firm Chan and Naylor has expanded its distribution network into South Australia with its third joint venture (JV) partnership of 2013....
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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...