The low unemployment levels driven by a buoyant share market and thriving economy, as well as an increased need to recruit compliance professionals following the implemen...

The real story of financial planning recruitment this year is not that the prevailing skills shortage continues to broaden, but that there has been no corresponding rise ...

Insurance and financial planning group Australian Unity has lost close to half of its financial planners since May as a result of a major overhaul of its dealer group....

The launch of the Generic Personal Statement (GPS) for risk advisers and their clients has generated some debate, which I think warrants some commentary....

This year, the Australian Securities and Investments Commission (ASIC) has left little room for doubt on just how serious it is about implementing and enforcing financial...

St George’s wealth management business contributed almost 20 per cent more to the group’s profit before tax this year than in 2004, on the back of strong investment marke...

Creating another four example statements of advice, including one with a “real fair dinkum super switch”, will be among the corporate regulator’s chief tasks in the year ...

While most gatherings of financial planners and accountants feature a lot of grumbling about superannuation complexity and compliance, the business reality is that most n...

A potential disadvantage of outsourcing paraplanning is that advisers can come to rely so much on the services of a paraplanning firm, that they abdicate their profession...

Corporate super advisers are seeking further guidance from ASIC on the provision of advice to fund members, particularly in areas where individuals are seeking more perso...

The Association of Independently Owned Financial Planners will scrap its current professional indemnity insurance deal in favour of a new scheme that will see it largely ...

150,000 of fund manager ING Australia’s clients are to be reimbursed an average of just under $100 each after the discovery of unit pricing errors in their life insurance...

At the recent PortfolioConstruction Conference, US-based Randall Lert, chief portfolio strategist with Russell Investment Group, gave the keynote address. With a worldwid...

Abstract Long...