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Financial planning
APRA seeks to create distance from blame around Trio Capital while pointing to deficiencies of SMSF trustees and financial planners....
Financial planning
In the "noise" around how many Count practices have transitioned over to BT groups and under what arrangements, the reasons practices switch licensees seem to have been l...
Superannuation
APRA admits it does not collect data on how long superannuation funds take to administer rollovers and has no view on what might represent best practice....
Financial planning
With appropriate transition arrangements in place, the purchase of a financial planning practice should see 98 per cent of the client base retained, says Kenyon Partners ...
Superannuation
The same timing problems which impacted FOFA are now impacting MySuper....
Superannuation
Money Management is conducting its SMSF Essentials 2012 education workshop in Melbourne this Wednesday....
Financial planning
Younger financial planners are snapping up C & D client lists from established practices and treating them as a referral source, according to NAB Financial Planner Bankin...
Financial planning
AIA Australia launches product changes which help financial planners deliver insurance within superannuation....
Editorial
Until the final wording of the Future of Financial Advice legislation is released, it is impossible to assess what the opt-in agreements have actually achieved for financ...
Superannuation
AMP looks to move self-managed superannuation funds (SMSFs) beyond "cottage industry" status....
Financial planning
Adherence to the FPA's code of conduct should not be difficult and would prevent any financial adviser being penalised by FOS, the Ombudsman has confirmed....
Financial planning
Minister for Financial Services Bill Shorten canvasses SMSF compensation levy while fingering some financial advisers on Trio Capital collapse....
Financial planning
Financial planners can use commodity exchange-traded funds as a hedge against client concerns about the cost of living, says Neville Ward Advice partner/director Andrew R...
Financial planning
Contributing to superannuation is looking less attractive for high income earners following the tax changes in this year's Federal Budget, according to Tupicoffs adviser ...
Financial planning
Key opposition parliamentarians Senators Mathias Cormann and Arthur Sinodinos to give the counter view on the Budget at AFA forum....
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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...