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Editorial
Many financial planners now use model portfolios to assist in the complex task of managing their clients’ wealth. But is a model portfolio the best option, and what are t...
Financial planning
Tower Australia Limited chief executive Jim Minto believes superannuation trustees should be better qualified....
Editorial
Concessions and how people should access and pay for advice have emerged as the key issues in relation to superannuation and financial services reform....
Financial planning
A fight has broken out between listed investment company HFA Accelerator Plus and its manager, HFA Asset Management, with the latter threatening legal action over the use...
Superannuation
Class Financial Systems to provide SMSF platform for accountants....
Financial planning
AMP is on course for compliance with IFSA's super charter from its July 1 members' deadline next year, according to financial services managing director Craig Meller...
Financial planning
Dealer groups should actively acquire small struggling member advice firms for the good of the sector rather than allowing the status quo to continue, according to Kenn W...
Financial planning
In the wake of the global financial crisis the financial software industry remains in a state of upheaval, with innovation relentless, competition fierce and smaller prac...
Financial planning
Three advice firm principals aligned to dealer group Australian Financial Services (AFS) have been placed on suicide watch by the dealer group in the past 12 months. ...
Financial planning
Combined entity will see Sentry's number of advisers soar from 190 to 310....
Financial planning
Despite many unique challenges facing regional planners, they have proved surprisingly resilient amid the economic downturn. Benjamin Levy reports....
Editorial
The recent global financial crisis has thrown a great deal of attention back on the issue of risk management for businesses big and small. One of the key questions being ...
Financial planning
The failure of South Australia dealer group Financial Planning & Life (FP&L) has cast doubt on the viability of the fixed fee, low-cost dealer group model, according to s...
Editorial
What can be done to stop the rot in financial services? Steve Browning discusses....
Financial planning
Advisers should have a working knowledge of clients’ Medicare reports, writes Col Fullagar....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...