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FINANCIAL ADVISER
Funds management
TAL Limited's Nathan Kerr’s understanding of his client base and the undying commitment to the industry that earned him this year’s Money Management BDM of the Year title...
Financial planning
New investment product Macquarie Step has been placed on Macquarie's wrap platform five months after its launch, the group has announced....
Superannuation
Stephen Miller from MLC Technical Services explains how establishing a 13.22C trust can enable SMSF trustees to co-own a residential or business property with a related p...
Financial planning
The Federal Budget has won little applause and much criticism from the financial services industry....
Policy & Regulation
A desire among financial advisers to be seen by their clients as having ultimate control over their portfolios is accelerating a drive towards core and satellite strategy...
Superannuation
An increase in the number of people holding life insurance inside superannuation rather than outside it may mean more people have inadequate cover....
Financial planning
RI Advice Group has rejigged its financial adviser agreements, adopting a 'practise what you preach' mentality when it comes to fee for service....
Editorial
Platforms have been around for 25 years, but there seems to be a feeling among some industry players that it’s time for a fundamental rethink about the sector, writes Luc...
Funds management
Macquarie Wrap has gone back-to-back in being rated first in the annual Wealth Insights Platform Service Level Reporting Rankings, with Colonial FirstChoice again rated s...
Financial planning
ASIC has permanently banned a former Commonwealth Financial Planning adviser after he was found to have forged the signatures of four of his clients....
Financial planning
A former Commonwealth Financial Planning adviser has been permanently banned by ASIC after it was found he had forged the signatures of four of his clients....
Superannuation
The tendency of independent SMSF clients to treat their financial planner as a consultant rather than a trusted adviser and only seek advice about some issues could cause...
Editorial
From his conversations with financial advisers, TAL Limited’s Jim Minto has identified three game-changing topics....
Financial planning
Paul Derham and Sonnie Bailey share a few mistakes they’ve seen financial planners make over the years and outline tips for saving time and money....
Financial planning
A new survey has revealed Asia/Pacific wealth managers are more optimistic about the outlook for 2012 and a soft landing in China....
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MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...