Advisers lacking management skills

23-Jun-2017|By Daniel Paperny

Leadership skills are often lacking among those who make the transition from financial planning to managing an advice practice and it was important for advisers to make the most of available resources to become effective leaders, according to hum.. Read More

More awareness of ETF tax benefits needed


As Australia’s exchange traded fund (ETF) sector grows, a greater awareness of the tax benefits of holding ETFs in an investment portfolio together with the ability to capture franking credits could further fue.. Read More

Be wary of delays for super changes


Colonial First State (CFS) has warned customers using electronic transfers to boost their superannuation to get in before next week’s deadline for super cap changes or risk tax fines. The group’s da.. Read More

Opinion – Look to newer funds for retirement income


With the huge bulge of baby boomers entering retirement, and yields at near-record lows, there is an emerging rediscovery of the vital role equities can play in delivering retirement outcomes. Equities provide r.. Read More

ANZ Wealth appoints chief underwriter


ANZ Wealth has appointed Peter Tilocca as chief underwriter for its life insurance business, OnePath, effective immediately. Tilocca has been acting as the company’s acting chief underwriter following the .. Read More

Martin Currie SMAs added to Macquarie Wrap


Funds management group Legg Mason has made the Legg Mason Martin Currie Real Income and Equity Income funds available to financial advisers across the separately managed account (SMA) investment option on Macquarie W.. Read More

AFA winners encourage female participation


Previous Association of Financial Advisers (AFA) award winners have encouraged female advisers in the industry to come forward and promote their own accomplishments in this year’s Female Excellence in Advice A.. Read More

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