"FINANCIAL PLANNING"

Financial planning

Despite the rapid rise of digital/robo advice, face-to-face advice will continue to dominate, according to research by Comparator Business Benchmarking....

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Accounting

The Institute of Public Accountants is urging members to change their business models as concerns grow that ASIC may be facing an accountants licensing bottleneck....

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Life/Risk

Planners need to take a consistent approach to life insurance recommendations, according to FPA general manager, policy and conduct, Dante De Gori....

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Life/Risk

Fee for service can help clients maintain cover, according to Wealth Elements Dean van Zyl....

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Financial planning

Financial planners have a key role in educating consumers that life cover provided in super may not be enough....

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Superannuation

New APRA data has revealed that it is retail funds which are lagging on transferring accrued default super balances to MySuper products....

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Financial planning

A new e-book analysing mistakes within SOAs identifies failings around identifying what is really in a client’s best interests....

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Life/Risk

Rice Warner predicts 60 per cent will become the ultimate LIF default and that other major banks may emulate NAB in exiting life insurance manufacturing....

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Financial planning

Specialist advice and legal document provider, Topdocs, has unveiled a new registration tool to help advisers streamline applications when processing self-managed super f...

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Life/Risk

The Government has moved to make the major life insurers more clearly define lapses and therefore what is and is not churn....

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Life/Risk

ClearView chief executive, Simon Swanson, calls on Government to follow through on making all vertically integrated financial firms include all APRA-regulated insurers on...

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Financial planning

ASIC chairman, Greg Medcraft has used the regulator’s annual report to reinforce its continuing focus on advice from large, vertically-integrated institutions....

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News

Westpac turns in solid result but partial sale of BTIM contributes to softer wealth result....

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News

BT Financial Group, Brad Cooper looks beyond once-offs towards Panorama and Adviser View....

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Accounting

Capstone Financial Planning is now providing “authorisation solutions” to accountants as the financial planning landscape continues to shift....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

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Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

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gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

3 weeks 4 days ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

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A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

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The difference between a Record of Advice and Statement of Advice is the crux of the FSCP’s latest determination against a relevant provider. ...

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