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FINANCIAL PLANNING
Superannuation
StatePlus managing director, Michael Monaghan, has confirmed his exit from StatePlus following the First State Super transaction....
Financial planning
There was nothing to be gained for the Government by mandating the LIF, and the FSC must have initiated the changes to the framework, a financial planner said. ...
Financial planning
Netwealth has partnered with Beulah Capital to launch two new private label managed account services for Choice Capital and Ashfords Wealth Advisors. ...
People & Products
Australian Unity’s Lifeplan has launched an investor portal for investors to track their investments, off the back of its adviser portal experience....
Editorial
There is a growing body of evidence to suggest that the aged care industry needs the same sort of regulatory oversight as financial planning, including a best interests d...
Editorial
Mike Taylor writes that ASIC’s proposal for a regulatory sandbox may prove to be a decisive element in the growth of Australian fintechs....
Features
Australians are living longer and intending to work longer than ever before. Jessica Amir explores how the industry is evolving, what changes you can expect, and how to a...
Features
A burgeoning ageing population and a low global interest rate environment means investors will need to diversify and avoid overexposure to banks to avoid running out of s...
Tools & guides
While the professional standards changes will set a benchmark, it is important to remember that these are only a minimum, Bryan Ashenden writes....
Tools & guides
Annuities give investors a better outcome than standard bond investments and give the benefit of securing income and peace of mind, Aaron Minney writes....
Financial planning
Plaintive law firm, Slater and Gordon, has moved to leverage ASIC’s ‘best interests’ legal action against NSG Financial Services, seeking unhappy clients who want to purs...
Life/Risk
The new Life Insurance Framework appears to be causing consolidation in the life/risk sector as single adviser operations feel the squeeze....
Accounting
The latest Commonwealth Bank Accounting Market Pulse suggests accounting firms are still looking to financial planning as an area for diversification and revenue growth....
Editorial
Federal Opposition leader, Bill Shorten, has declared that a Labor victory will bring forth a Royal Commission into the banks but the reality is that all sections of the ...
Funds management
Bennelong shares its portfolio secrets, after it was named the best performing Australian share fund. ...
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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...