| | Apr 04, 2016 | | | Latest News | | The major banks, AMP and IOOF have been singled out as licensees for accountants to avoid if they have an eye to issues such as succession planning. Read more |
| | A new survey has identified upper income earners as the most likely targets for Budget changes to superannuation. Read more |
| | | Dreams of passing wealth on to the next generation to enable them to enjoy a better lifestyle are likely to be shattered in the years ahead, research reveals. Read more |
| | Trio Capital’s direct and SMSF investors not covered by the SIS Act will not be further compensated by the Government. Read more |
| | | Insurers are investigating suspicious claims thanks to fraud hotline tip offs from the public. Read more |
| | Client engagement platform, AstuteWheel is joining with non-for-profit fintech hub Stone and Chalk to expand business to overseas. Read more |
| | | Fund manager, BT makes it easier for clients and their advisers to set up self-managed superannuation funds. Read more |
| Editorial | | Financial planners and their clients face an inevitable period of uncertainty at a time of continuing volatility if the Government moves for a double dissolution election. Read more |
| | | ASIC has signalled it will be closely examining the claims-handling of the major life/risk insurers, but Mike Taylor asks whether the regulator is simply the policeman who was looking the other way. Read more |
| Features | | Robo-advice and digital advice was hailed as the key to reaching the majority who don't seek advice. But with providers grappling with issues like generating revenue and attracting customers, is the shine wearing off? Malavika Santhebennur asks if robo-advice can survive on its own. Read more |
| | | Traditionally Australian investors have been tied to the domestic equities market, but volatile times mean they need to look beyond these fair shores, writes Nicholas O’Donoghue. Read more |
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