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Life/Risk
Risk commission concerns have blocked discussions about client trust and appropriate selling of risk insurance...
Financial planning
FPA chief executive calls on CFP members to actively promote designation. ...
Financial planning
Publicly-listed wealth management and broking technology company GBST has received a key UK platform technology award. ...
Superannuation
Senior industry fund identities have pointed to competitive tensions with the major banks and the possibility of becoming mutual banks....
Financial planning
The way licensees serve and support planners in regional Australia bears many similarities to the way planners assist their own clients in the regions. ...
Financial planning
Since the Mortgage and Finance Associations of Australia’s SMSF lending training program launched in June this year, more than 130 credit advisers have signed up....
Financial planning
PIS owner Centrepoint Alliance expands suite of companies with completion of purchase of Associated Advisory Practices....
Financial planning
FPA links to industry fund on referrals to FPA Professional Practices....
Funds management
New MLC research confirms women more worried than men about retirement savings adequacy....
Financial planning
The Financial Planning Association has entered into an agreement with industry super fund Cbus to pilot a referral service. ...
Accounting
The IPA confirms its break with APES 230 with the formalisation of its own Pronouncement 11....
Financial planning
Fund manager Northern Trust has picked up a key mandate from a major Swedish pension fund....
Financial planning
Online trading stockbroker OpenMarkets has declared itself the first company of its type to be launched on the Australian Securities Exchange since 2007....
Financial planning
Legalsuper has launched a new website that provides investment education material based on member feedback....
Financial planning
The FPA has written to the Government seeking clarity around grandfathering and urging a tax deduction for the provision of initial advice....
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Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....