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Financial planning

While the results of the Federal Election have finally been decided, the future of Labor's proposed changes to financial advice and superannuation remain uncertain. Lucin...

Financial planning

New Assistant Treasurer and Minister for Financial Services Bill Shorten has given a fleeting insight into how he believes the Government will need to navigate policy thr...

Funds management

It costs anywhere between $30 million and $100 million to establish a retail investment platform and the ACCC believes no new players will be ready to ante up – par...

Financial planning

With the issue of the nation's Government seemingly settled for now, FoFA reforms and Cooper Review recommendations will likely go ahead en masse, according to according ...

Financial planning

UBS Wealth Management’s head of investment strategy George Boubouras has given a vote of no confidence in Labor’s ability to navigate a full three-year term....

Financial planning

Former union official and Labor Party heavyweight, Bill Shorten named as new Assistant Treasurer and Minister for Financial Services....

Financial planning

The now confirmed Gillard Government must “move quickly” to finalise details regarding reforms to the financial advice industry, according to FPA chief Mark R...

Superannuation

The Government embraced a modified MySuper as a central element of its election policy but, as Mike Taylor reports, there remain plenty of reasons why the concept should ...

Financial planning

The reverse mortgage market has faced a great deal of criticism over the years. Angela Faherty looks at the issues facing the sector and asks whether it can ever shake of...

Financial planning

The Association of Financial Advisers is pushing ahead with a lobby group aimed at defining the ‘nuances’ of proposed regulatory reforms to the advice industr...

Financial planning

AMP has provided further fodder against the NAB acquisition of AXA Asia Pacific, releasing consumer sentiment research that reveals an aversion to bank acquisitions....

Tools & guides

Sam Rubin looks at the Henry Review's recommendations on marginal tax rates and capital gains tax (CGT) and the effect they could have on the industry....

Financial planning

CommInsure has moved onto the front foot declaring that commissions should remain an option in insurance....

Life/Risk

Mike Taylor leads a roundtable discussion about the challenges facing the insurance industry. Topics covered include underinsurance, reaching younger consumers and advise...

Superannuation

Accountancy firm Chan & Naylor has called for an end to what it calls an arbitrary maximum limit of four members to each SMSF....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

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