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Life/Risk
The insurance losses reported by AMP and RGA reflect pricing for good times and a need to adapt to tough times....
Financial planning
Planners are already changing their commercial decisions on business acquisitions because of grandfathering issues. ...
Superannuation
ASFA calls for community involvement in survey to gather views on the future of Australia’s super system....
Superannuation
SMSF investors are getting younger, according to new data contained in a study undertaken via Macquarie Bank and the SMSF Professionals' Association of Australia....
Financial planning
The AFA is working with Treasury to prevent the loss of grandfathering on existing clients when advisers change licensees. ...
Financial planning
Veda has entered into a strategic alliance with NECDL, the company responsible for delivering a national electronic conveyancing solution to the Australian property indus...
Life/Risk
Cultural shifts over the last few years might have resulted in consumers driving churn, according to an insurance executive....
Accounting
Countplus has invested $2.15 million from borrowings into Super-IP, taking a 4 per cent stake in the group which produces the SMSF software administration system Class Su...
Financial planning
The Bennelong Group will expand into the advisory space after taking a controlling interest in Melbourne-based wealth management and advisory firm Carnbrea & Co. ...
Financial planning
There are divergent views, but Barry Lambert believes licensing may mean planners will have to figure out how to stop accountants from taking their clients....
Editorial
The financial services industry’s approach to post-retirement has long been regarded as stale. Critics’ voices have become ever louder and, as Janine Mace reports, the in...
Financial planning
Recently launched Xpress Super has added Macquarie’s Separately Managed Account (SMA) product Macquarie Personal Portfolio to its platform....
Funds management
More than half of Australian high net worth (HNW) investors expect global markets to rise over the next year, while cooling their outlook on the domestic front....
Life/Risk
Some progress appears to be being made towards finding common ground on life/risk sustainability and churn....
Superannuation
Expert panel advocates finding a concessional caps’ sweet spot and limiting lump sums....
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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....