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FINANCIAL ADVISERS
Financial planning
Praemium has entered the cloud-based sphere with a new customer relationship management solution for financial advisers....
Financial planning
The financial planning industry is not expecting a bipartisan report from the Parliamentary Joint Committee (PJC) reviewing the Tax Agents Services Act (TASA) legislation...
Financial planning
Financial advisers need to be aware of the limitations of the ratings provided by ratings houses, according to specialist financial services lawyer Peter Townsend....
Editorial
The Future of Financial Advice regime will become law from 1 July, but as the Financial Services Council’s Cecilia Storniolo points out, many questions vital to the finan...
Financial planning
Lonsec and Milliman announce joint venture to provide a service based on the needs of retirees....
Editorial
As advisers become increasingly time-poor, multi-manager funds seem to have emerged as an ‘all-in-one’ solution they need for their clients. But as Benjamin Levy reports,...
Life/Risk
AFA insists any examination of churn and self-regulation must look beyond the adviser channel....
People & Products
The AFA has appointed Deborah Kent to its board as NSW director, replacing Mark Hoskin....
Superannuation
Another new administration platform has been launched into the SMSF market - CleverSuper - with the founders inviting 250 advisers to become "founding partners"....
Editorial
Investing in equities offshore has for the past few years been a quick way to add some negatives to a balance sheet, and even the most hardened investors found the going ...
Accounting
Accounting and wealth advisory firm Chan and Naylor has expanded its distribution network into South Australia with its third joint venture (JV) partnership of 2013....
Accounting
First it was off, now it’s back on as the independents support the TASA bill going to the PJC....
Financial planning
The growing use of mobile devices has resulted in financial advisers embracing social media faster than ever – and at a more rapid pace than the overall community....
Accounting
FPA and AFA make last-ditch call for financial planner elements of TASA bill to be removed to allow appropriate review....
Superannuation
Corporate super advisers will need to team up with super fund administrators to ensure a continuation of their revenue stream as a result of the combined effects of the F...
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MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...