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"FINANCIAL PLANNING"
Financial planning
IOOF managing director, Christopher Kelaher has pointed to a reshaping of the business with an emphasis on its wealth capabilities through strategic acquisitions....
News
The Commonwealth Bank has reported another solid six month result but its wealth management division continues to labour under the burden of a difficult insurance busines...
People & Products
GPS Wealth’s cloud-based MoneyBowl software is gaining further traction as new modules are rolled out....
Policy & Regulation
A Parliamentary Committee has been warned that if Government policy encouraged heavy drawdown on home equity the residential aged care funding regime would be placed at r...
News
Challenger has announced another strong half amid further key distribution deals including via BT’s Panorama platform later this year....
Funds management
Challenger and Standard Life Investments have entered into a new partnership to deliver a global bond product within Challenger’s annuities offerings....
Financial planning
Financal planners have been accused of sewing the seeds of doubt about the long-term future of the Age Pension....
Financial planning
AMP Limited has confirmed a deliberate run-down of adviser numbers at the same time as announcing a full-year net loss of $344 million driven by problems in its insurance...
Financial planning
OneVue’s Platform Services offering has broken new ground with a “profit-for-member” client coming aboard....
Policy & Regulation
The Financial Services Council has countered ASIC calls for more legislative power by arguing that self-regulation via the code of conduct is a better option....
Policy & Regulation
The Parliamentary Committee review into the life insurance industry has received new calls to demand appropriate data properly defining what is and is not ‘churn’....
News
Churn may well be occurring in the client’s best interests, according to the Australian Securities and Investments Commission....
Policy & Regulation
The Australian Bankers Association claims its members will need around a year to accommodate changes to competition laws, particularly the “effects test”....
Funds management
Industry funds-backed IFM Investors has taken a cornerstone stake in Decimal Software giving it a stake in the roll-out of digital advice....
Financial planning
Enhancements to the Financial Advice Register may see planners required to hold a unique identifier....
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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...