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Financial planning
The merger between high-end financial planning groups Centrestone Wealth Management and the Berkley Group, initiated in April 2005 to maintain their independence, has cul...
Financial planning
Industry superannuation funds figurehead Gary Weaven has used superannuation fund performance data to take a swipe at the FPA’s recently launched Value of Advice Campaign...
Financial planning
Australian fund managers spend a lot of time and money wooing financial advisers with junkets, increasingly complex products and, of course, much-debated trail commission...
Financial planning
Web Abstract long compulsory...
Financial planning
Web Abstract long compulsory...
Financial planning
Newcastle-based dealer group Forsythes Financial Services has been forced to retract an advertisement the Australian Securities and Investments Commission considered misl...
Life/Risk
ING has repackaged its entire life insurance range into a single product, introduced two new types of cover and will allow client to access family discounts, as part of a...
Financial planning
THERE’S at least one financial planner out there who views the emergence of reverse mortgages as a compliment to financial planners...
Financial planning
With the FPA’s television commercials set to begin screening in two weeks, the association has gone into warm-up mode, with chief executive Kerrie Kelly today distributin...
Superannuation
If there’s a constant in the ongoing industry debate over net benefits to super fund members, it is the regularity with which the key players have asked the Australian Se...
Superannuation
The gentle rumble that was self-managed super has grown into a resounding roar over the last few years. I guess it’s for all the right reasons – a sense of control, the p...
Financial planning
What do the Australian Securities and Investments Commission (ASIC) and the Australian Consumers Association (ACA) really want from financial services? What can be left o...
Financial planning
The corporate regulator’s 12-page example SOA has been welcomed by the FPA, but criticised by the Federal Opposition for still being too long....
Financial planning
A new project will examine the value of independent advice and will determine the number of Australian financial advisers that consider themselves to be independent, as w...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...