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FINANCIAL ADVISERS
Superannuation
In an effort to better inform trustees as well as its adviser clients, Wealthtrac has launched a mobile app that is designed to deliver news and information to anyone int...
Superannuation
While the SMSF advice space may have changed with the introduction of limited licensing, it is the concept of an SMSF profession that remains paramount, according to Andr...
Financial planning
Dealer group heads deny playing a numbers game and admit to turning away some planners....
Financial planning
The financial services regulator will observe a number of selected licensees in their FOFA implementation over the next few months with the goal of identifying areas wher...
Financial planning
ASIC warns of best interest duty breaches where dealer groups take a ‘cookie-cutter’ approach....
Editorial
Financial advisers should beware dealer groups that promise them the world during the courtship phase but fail to deliver once the marriage contract is signed, writes Ann...
Life/Risk
ASIC deputy chairman Peter Kell has used his speech at the AFA national conference to announce major surveillance of retail advice with respect to life insurance. ...
Life/Risk
CommInsure’s Tim Browne says the company had stopped using the word ‘churn’ because it doesn’t accurately represent the underlying issue, which is policy design....
Financial planning
Bank executive confirms impact of grandfathering on practice funding. ...
Financial planning
Assistant Treasurer Arthur Sinodinos flags what could be a lengthy process to FOFA changes....
Financial planning
The BT life insurance business this week laid claim to passing a milestone, with one million policies now in-force....
Financial planning
With internet speeds increasing and the adoption of mobile technology expanding, financial advisers face a big challenge when it comes to staying relevant in social media...
Financial planning
The FPA has written to the Government seeking clarity around grandfathering and urging a tax deduction for the provision of initial advice....
Editorial
The Financial Services Council caused something of a stir in the financial services industry when, at its annual conference in Brisbane, it announced a policy discussion ...
Life/Risk
Col Fullagar delves into the pros and cons of winding up an income protection policy and taking a commuted benefit, and what the process of commutation involves. ...
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MARKET INSIGHTS
Podcast
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....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...