DIRECTOR

Financial planning

Uncertainty around the taxation of trusts is hampering small business and needs to be resolved by the Federal Government...

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Financial planning

Australian business confidence showed signs of weakening across all states in November following strong gains in the months after the Federal election, according to the l...

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Financial planning

A new ABS survey reveals that while recent retirees are still exiting the workforce at around 60, future retirees are expecting to retire after 65....

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Financial planning

AMP's super product AMP Flexible Super has notched up over $10 billion in assets under management this month....

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Financial planning

Managed discretionary accounts (MDAs) should be customised for individual clients, both to manage diverse expectations and meet new regulatory guidelines, an adviser says...

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Financial planning

Specialist insurance funder Premium Funding has launched what it claims is an industry-first offering intended to provide clients with an alternative cash-flow management...

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Financial planning

SMSF push results in purchase of Victorian practice....

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Editorial

Brandywine’s Francis Scotland tells Mike Taylor that a continuing hang-over from the GFC may lead negative investors to miss the growth train in 2014....

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People & Products

In a move to tap into the growth in popularity of exchange-traded funds (ETFs), BetaShares has appointed Lyndall James as director of adviser services....

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Financial planning

The big four banks are closing the gap with the smaller banks on consumer satisfaction levels, recording a 79.6 per cent satisfaction score....

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Financial planning

A ‘discipline and punish’ style approach to compliance from auditors does little to stop licensees from repeating the same shortcuts and mistakes, a financial adviser bel...

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Superannuation

Super funds are on track to deliver their highest calendar year returns since the GFC, research shows....

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Editorial

Christine Swanson was one of the key driving forces behind the launch of the Association of Financial Advisers’ Inspire initiative, which was created to connect and encou...

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Editorial

Despite what many may think, equities are not a hedge against inflation, writes Dr Stephen Nash....

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People & Products

Listed financial planning and accountancy firm Crowe Horwath has officially named Chris Price as its CEO and managing director....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

6 days 1 hour ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 4 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 2 days ago