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Life/Risk
When making a risk claim, clients will often be asked to undergo an independent medical examination. Col Fullagar explains the adviser’s role in ensuring the client is tr...
Superannuation
Wayne Swan and Bill Shorten have decided to end the speculation about what the upcoming Federal Budget brings for the superannuation industry. Money Management spotlights...
Editorial
Coaxing clients back into property post-GFC may not be as hard as some imagine, so long as you get the balance right, writes Damian Fitzpatrick. ...
Financial planning
The Government has made a big push to improve financial literacy among consumers, but was it the right approach? Tim Stewart reports....
Superannuation
According to Mercer, if Treasury’s tax expenditure requirements continue to be used to dictate superannuation policy, the security of Australians’ retirement savings coul...
Superannuation
AFA president Michael Nowak is calling for an amnesty on changes to super in next month’s Federal Budget in order to restore consumer confidence in the retirement system....
Financial planning
The number of so-called “traditional” financial planners will decrease, with real growth to be seen in the risk specialist space, says Mercer advice head Jo-Anne Bloch....
Funds management
Looking back over 20-year periods, hedge fund strategies have largely met investors’ expectations, matching and outperforming global bonds and equities, respectively....
Superannuation
With constant regulatory change impacting on the superannuation sector, financial planners are finding it difficult to focus on clients’ retirement needs, writes Bela Moo...
People & Products
Former Mercer principal Ross Cartwright has joined MFS Investment Management as head of platforms in Australia as the firm expands its local presence....
Financial planning
Increased regulatory scrutiny faced by research houses from 1 September this year might result in increased costs....
Superannuation
Mercer analysis puts super tax concessions into perspective – and they are not overly generous...
People & Products
Frontier Advisors has bolstered its consulting team with five new hires. ...
People & Products
Steve Gibbs has been appointed chairman of Australian Ethical Investments following André Morony's decision to stand down....
Superannuation
The use of retail fund managers by SMSFs has grown over the past three years, according to Plan For Life....
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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...