Financial advisers need to talk to high net worth clients about leaving a charitable bequest in their will, and they should know what questions to ask....

Millenium3 chief executive, Richard Klipin, departs business....

Spring FG has denied any direct links to a planner permanently banned by ASIC....

Sentry Group CEO, Murray Hills, describes LIF three-year responsibility as a huge impost which will drive many advisers from the industry....

The FPA supports user-pays funding for ASIC but only if it is equitable across the industry....

The Association of Financial Advisers claims critics of its handling of the LIF outcome need to appreciate the political realities....

The Australian Securities and Investments Commission has flagged that bank planners and vertical integration are on the enforcement agenda for 2015/16....

The Australian Prudential Regulation Authority’s new reporting standards for super funds confirm continuing bureaucratic life for planner trailing commissions....

Advisers should not forget the role of dynamic asset allocation for retiring Australians, even as the super system is set to reach $9 trillion by 2040....

Perpetual Corporate Trust has been appointed as responsible entity for seven funds, and will oversee its risk, compliance and governance issues....

The logistics of serving clients who often live miles away is a challenge for regional advisers but, as Jason Spits writes, the long distances are quickly offset by the r...

TAL recruits Macquarie Bank platforms head, Justin Delaney to new role as chief operating officer....

A Western Australian financial adviser has been found to have breached her fiduciary duty by organising a $200,000 loan that saw her earn a $70,000 payment....

A liquidator has been appointed for a Perth-based private investment company after ASIC lodged an application following complaints of fraud against the companies....