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FINANCIAL PLANNING
Financial planning
Financial advisers and superannuation funds are best placed to educate retirees about using reverse mortgages to support their retirements....
Financial planning
Financial advisers need to talk to high net worth clients about leaving a charitable bequest in their will, and they should know what questions to ask....
Financial planning
Millenium3 chief executive, Richard Klipin, departs business....
Financial planning
Spring FG has denied any direct links to a planner permanently banned by ASIC....
Life/Risk
Sentry Group CEO, Murray Hills, describes LIF three-year responsibility as a huge impost which will drive many advisers from the industry....
Policy & Regulation
The FPA supports user-pays funding for ASIC but only if it is equitable across the industry....
Life/Risk
The Association of Financial Advisers claims critics of its handling of the LIF outcome need to appreciate the political realities....
Financial planning
The Australian Securities and Investments Commission has flagged that bank planners and vertical integration are on the enforcement agenda for 2015/16....
Superannuation
The Australian Prudential Regulation Authority’s new reporting standards for super funds confirm continuing bureaucratic life for planner trailing commissions....
Financial planning
Advisers should not forget the role of dynamic asset allocation for retiring Australians, even as the super system is set to reach $9 trillion by 2040....
Funds management
Perpetual Corporate Trust has been appointed as responsible entity for seven funds, and will oversee its risk, compliance and governance issues....
Financial planning
The logistics of serving clients who often live miles away is a challenge for regional advisers but, as Jason Spits writes, the long distances are quickly offset by the r...
People & Products
TAL recruits Macquarie Bank platforms head, Justin Delaney to new role as chief operating officer....
Financial planning
A Western Australian financial adviser has been found to have breached her fiduciary duty by organising a $200,000 loan that saw her earn a $70,000 payment....
Financial planning
A liquidator has been appointed for a Perth-based private investment company after ASIC lodged an application following complaints of fraud against the companies....
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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...