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"FINANCIAL PLANNING"
Superannuation
The Australian Institute of Superannaution Trustees has urged ASIC to extend its general advice class order to dictate greater transparency around adviser relationshps wi...
Funds management
Perpetual Limited’s acquisition of The Trust Company and completion of its Transformation program has paid solid dividends....
Superannuation
The Australian Prudential Regulation Authority has pointed to the degree to which super funds are trimming and tightening TPD definitions and reducing automatic acceptanc...
Life/Risk
Claims that life/risk advisers have been getting 120 per cent upfront commissions are a myth with the real figure being substantially lower....
Editorial
Money Management’s Mike Taylor writes that, for the AFA, the whole life/risk reform process was a case of damned if you do and damned if you don’t....
Life/Risk
Synchron has the major insurers tendering on a level premium, set-term remuneration model as it argues that claw-backs can be unfair....
People & Products
NAB Wealth has recruited internally, appointing Brendan Johnson as the new general manager of Apogee....
Financial planning
IOOF managing director, Chris Kelaher, says it's mischievous to link the allegations against IOOF to planners or financial advice....
People & Products
AdviserLogic software team launches para-planning focused AdviceSimplicity platform....
Editorial
Is CPA Australia’s financial planning venture an assertive move to lift industry standards or an act of post-exemption self-preservation?...
Financial planning
IOOF seeks to rebuff newspaper allegations and points to ongoing legal disputation with a former employee....
Policy & Regulation
The financial planning policy debate is far from settled and, as Mike Taylor reports, there are at least four factors in play likely to impact planners and the way they d...
Financial planning
The Financial Planning Association says tax complexity is driving the need for advice at the same time as creating a cost impediment to accessing advice....
Policy & Regulation
The Greens have put the super settings into play as part of a deal with the Government to support the passage of the Budget changes tightening the pension asset test....
Tools & guides
Alena Miles explains why marriage should prompt advisers to re-visit clients’ estate planning. ...
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MARKET INSIGHTS
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...