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Adviser background checks a thorn in industry

 
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MM Newsletter
  Apr 11, 2017 
 
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Events

Fund Manager of the Year Awards

This year's finalists have been announced! Click to find out who have been shortlisted. For more

Latest News

Adviser background checks still an issue: ASIC

While the financial advice industry was largely on the path to professionalism and efficiency, background checks when hiring new advisers need to be more robust, ASIC said. For more
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Two planners on key adviser standards and ethics body

There is plenty of consumer and legal/regulatory experience, but there are only two planners on the Government’s new Financial Adviser Standards and Ethics Authority. For more

Morrison brings super lump sums into housing focus

Federal Treasurer, Scott Morrison has referenced the frequency with which super lump sums are being used to pay down mortgages as the debate continues around accessing super for housing. For more
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Focus on capital gains tax relief ups ahead of 1 July

The most common queries in the March quarter for BT Advice were around the capital gains tax relief. For more

Default super reforms to reduce fees

The PC’s recommended default super changes would end the proliferation of super accounts and would reduce overall fees, according to IOOF. For more
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Standards board needs CEO

While industry bodies have welcomed the appointment of the professional standards, the FSC called for the appointment of a CEO. For more

Challenger launches absolute return fund

Challenger has launched the Absolute Return Global Bond Strategies Fund in partnership with Standard Life Investments. For more
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ESG could create supply chain improvements

Investment issuers using ESG business practices will enable investors to drive a positive impact while still generating attractive return potential, PIMCO believes. For more

Lines of communication sound between major banking groups

International banking groups from across the globe had worked with open communication on the transformation to digital. For more
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Editorial

Why mortgage brokers should be worried

The Australian Securities and Investments Commission review of Mortgage Broker Remuneration is reminiscent of the findings which gave rise to the Future of Financial Advice and, as Mike Taylor reports, dramatic change seems inevitable. For more

Features

Cutting through the super confusion

Catherine Chivers discusses top five advice topics that are likely to be running themes in adviser-client conversations as the financial year draws to a close. For more

Lodgings versus lifestyle: Can older Australians have it all?

Home is where the heart is for many older Australians. Stephen Hardy weighs up their desire to keep the family home with the challenge of funding decades in retirement. For more

Toolbox

The benefits of going global

Despite the domination of Australian equities in portfolios, global opportunities are attractive particularly for a bottom-up benchmark-unaware manager, Simon Blanchflower writes. For more
 
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