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Editorial
Few financial products have a greater potential to tug at Australians’ emotions than reverse mortgages, according to Kieren Dell, executive director of the Senior Austral...
Financial planning
THERE’S at least one financial planner out there who views the emergence of reverse mortgages as a compliment to financial planners...
Financial planning
Mariner has become the latest group to push into the burgeoning reverse mortgage market, announcing today it would offer retirees the opportunity to borrow up to $1 milli...
Financial planning
An example SOA has now been published by ASIC, intended to provide guidance to planners on the giving of documented financial advice. So is the regulator up to scratch wh...
Financial planning
What do the Australian Securities and Investments Commission (ASIC) and the Australian Consumers Association (ACA) really want from financial services? What can be left o...
Financial planning
The Australian Securities and Investments Commission (ASIC) was prompted to create an example statement of advice (SOA) in response to the Federal Government paper Refine...
Life/Risk
It is a problem that everybody knows about, and some have solutions for, yet it will not go away. Australians are not buying risk insurance, and far too-few advisers are ...
Financial planning
Australian Unity has boosted profits on the back of growing funds under management as it edges closes to a decision on a possible demutualisation....
Financial planning
More than 60 per cent of Australians between 31 and 40 years of age are feeling financially vulnerable, according to a new survey by financial planning group Ipac....
Financial planning
The recently departed head of Westpac Bank’s in-house financial planners, Justin Greiner, has ended up working for a former boss, taking on the lead distribution role at ...
People & Products
A request to relocate to Queensland has proved too much for Sean Preece, general manager of distribution for boutique fund manager MFS, who has decided to leave the compa...
Funds management
A day after it enlisted Deutsche Bank’s property team, Perpetual has underscored its commitment to focus more heavily on the real estate sector with news that it will buy...
Financial planning
Post-retirement incomes for the bulk of Australians over 65 will fall well short of desired levels over the next decade unless reverse mortgages are used to supplement th...
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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 ...