"FINANCIAL PLANNING"
Tools & guides
Alena Miles explains why marriage should prompt advisers to re-visit clients’ estate planning. ...
People & Products
Orient Capital launches new app based off its investor relations management platform, miraqle....
Superannuation
Superannuation fund executives are considering ditching their funds’ TPD offerings as lawyers increasingly enter the fray....
Financial planning
ASIC has acknowledged that newspapers headlines were wrong about planners taking big commissions to recommend residential property investments and that not one planner co...
Policy & Regulation
ASIC chairman, Greg Medcraft, wants the Government to consider allowing ASIC the ability to pursue companies and officers over misdeeds caused by bad culture....
People & Products
JP Morgan Asset Management has appointed a new southern region key account manager. ...
Financial planning
New research reveals planners’ challenge to extend their market beyond mostly wealthy, late middle-aged men....
Financial planning
The dealer group play being run by Paul Barrett and backed by Italy’s Azimut has taken a 51 per cent stake in Adelaide’s Pride Advice....
Financial planning
New research reveals those using accountants and advisers are likely to be most satisfied with their super....
Financial planning
NAB Wealth appoints Alan Logan as new Godfrey Pembroke general manager....
Superannuation
Corporate Super Specialists call for decoupling of industrial relations from default super....
Life/Risk
This may be the final week of negotiations over new life/risk remuneration before positions are taken to the Assistant Treasurer, Josh Frydenberg....
People & Products
Findex hands major mandate to SSGA following review of administration, investment and allocation needs....
Financial planning
Next Tuesday’s Federal Budget is expected to put in motion ASIC’s transition to a user-pays funding regime....
Financial planning
NAB has freed up $500 million in a major life reinsurance deal covering 21% of its advised insurance book....
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MARKET INSIGHTS
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...