FINANCIAL SERVICES INDUSTRY
Financial planning
Shariah-compliant wealth management company Crescent Investments Australasia has applauded the Australian Government for seeking to break down barriers to Islamic finance...
People & Products
Suncorp Life has announced the appointment of Richard Bellis to the role of executive manager of life risk adviser solutions....
Editorial
Financial planners have a bad reputation, but there should be a distinction between 'proper' financial planners and the 'bottom dwellers', writes Michael Dale....
Financial planning
New research suggests Australian consumers are looking to newer financial services providers in preference to banks....
Funds management
A passion for business and a keen desire to promote financial education has helped John Negri, BDM at Perennial Investment Partners, secure the coveted prize of the 2010 ...
Editorial
By holding the Henry Review into Taxation and then rejecting most of its findings, the Government has broken the golden rule of politics, writes Mike Taylor....
Financial planning
The Government's Budget initiatives around the Johnson Report and tax cuts are welcomed by the financial services industry, but with some reservations....
Financial planning
The Government's Budget initiatives around the Johnson Report and tax cuts are welcomed by the financial services industry, but with some reservations....
Policy & Regulation
Reform of the tax system for managed investment trusts (MITs) announced on Friday will simplify the administration of managed funds, according to Federal Assistant Treasu...
Financial planning
The role of business development managers is one that is frequently discussed in the financial services industry. Col Fullagar takes a look at what financial advisers wan...
Financial planning
While the Federal Government's response to the Henry Review of Taxation has drawn a mixed reaction from the financial services industry, one thing stakeholders mostly agr...
Editorial
Mike Taylor explains the consequences of the ACCC's surprising decision to halt NAB's acquisition of AXA Asia Pacific....
Editorial
As the dust settles on the ACCC's decision to veto NAB's acquisition of AXA Asia Pacific, Mike Taylor writes that many have noted the degree to which the regulator's view...
Financial planning
Frank Smith explains the importance of financial advisers tailoring Statements of Advice and how to avoid common mistakes....
Financial planning
The superannuation guarantee (SG) will be increased to 12 per cent over the next decade, the SG age limit will rise and lower income earners will receive a savings boost ...
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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...