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Financial planning
A compliance expert has shared three tips that financial advisers can learn from the mistakes of Dixon Advisory, based on the firm's AFCA determinations. ...
Financial planning
A former Melbourne financial planner, Bradley Grimm, has been sentenced for dishonest conduct regarding the transfer of self-managed super fund assets....
Financial planning
ASIC has banned a financial services director for 10 years and cancelled the AFSL of his company for his “cavalier attitude” to financial services laws, including inappro...
Financial planning
The Federal Court has ruled financial advice licensee RM Capital failed to take reasonable steps to prevent its authorised representative from accepting conflicted remune...
Financial planning
As NextGen sees its Australian financial services licence cancelled by ASIC, Money Management tracks how an AFCA complaint led to the firm falling into liquidation. ...
Financial planning
ASIC has accepted a court-enforceable undertaking from a former Melbourne financial adviser regarding advice on self-managed superannuation funds. ...
Superannuation
Total MySuper assets are approaching $1 trillion while the number of funds with more than six members has declined by 40 per cent over the last five years, according to A...
People & Products
Christine Franks has been appointed to the SMSF Association’s board as its governance expert in replacement of a former board member....
Financial planning
The FSCP has issued a registration prohibition order against a financial adviser until 2025 for misleading a client through a scaled advice model that excluded an SMSF in...
Expert Analysis
With the sweeping superannuation reforms on 1 July 2017, there has been a slew of new terminology and thresholds to contend with, and this has understandably led to some ...
SMSF
Female self-managed super fund members are more likely to seek the guidance of a financial adviser according to the latest data from the Vanguard/Investment Trends SMSF R...
Funds management
New data has explored the most popular holdings of over 1,000 millionaire investors on the Selfwealth platform, with almost a third being held in self-managed superannuat...
Features
With platform innovations providing new levels of optionality in superannuation, Liam Cormican examines whether they pose a threat to the popularity of self-managed super...
Funds management
The “willingness” of self-managed super funds to consider alternative property sectors has led DomaCom to see its funds under management reach $100 million....
Financial planning
The Australian Securities and Investments Commission has obtained Federal Court orders against unlicensed investment scheme, A One Multi Services. ...
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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...