Lack of estate planning training a hindrance

26-Apr-2017|By Daniel Paperny

The industry’s shift towards embracing higher educational standards for advisers must be met with a greater commitment to helping them prepare for the issues of tomorrow and technical competency in estate planning needed to have a more prom.. Read More




AFA Excellence in Education award opens

21-Apr-2017

The call for nominees for the Association of Financial Advisers’ (AFA) 10th Excellence in Education Award has gone out, with the association searching for the most outstanding commitment to lifelong learning an.. Read More

‘Better-off’ test needed for super advice

21-Apr-2017

Major banks cross-selling superannuation to customers should face a ‘better off’ test to ensure consumers are not switched from better performing funds, following the failure of the Sedgwick review to tac.. Read More

Bond funds turning tide for active

21-Apr-2017

While the age old debate between active and passive strategies continues to place greater strain on the performance of active managers in a climate of low growth and low returns, the recent performance of active bond.. Read More

Super fund returns improve in March

21-Apr-2017

Superannuation fund returns reached a high in March, with improving economic fundamentals contributing to stronger performance in global markets. However investors were warned that the remainder of the year may not b.. Read More

Estate planning key to changing demographics

21-Apr-2017

Australia’s aging population offers an opportunity for advisers to differentiate themselves by providing comfort and reassurance around estate planning and testamentary trusts, according to Australian Unity Tru.. Read More

Investor exposure to banks spells danger

20-Apr-2017

Households were triply exposed to the banking sector from their term deposits, bank shares and investment properties thanks to the big four banks’ success in dominating investors’ asset allocation through.. Read More

Browse all news

Observations: Keeping us honest

Media aren't the only ones with an eye for errors..... View more

Video: The evolution of managed accounts

The finer points of today's managed account use.. View more

Gallery: AFA Life Company of the Year Awards

AFA's prestigious awards for quality advice.. View more

Observations: Keeping us honest

Media aren't the only ones with an eye for errors.....View more

Video: The evolution of managed accounts

The finer points of today's managed account use..View more

Most Read Articles No items found.