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"FINANCIAL PLANNING"
Superannuation
Sony Life’s 14.9 per cent stake in ClearView has translated into a coopertion agreement around product development, distribution and marketing....
Policy & Regulation
ASIC deputy chairman, Peter Kell says the big question confronting banks is whether client best interests can be met within a vertically-integrated model....
Superannuation
The Grattan Institute has further distanced itself from the views of the superannuation industry claiming the Age Pension and rent assistance are better tools than super....
Superannuation
New research suggests retirement consultancy may be the new growth area as superannuation funds face the shift from accumulation to drawdown....
Financial planning
Financial advisers have been identified as having a key role in the Government’s proposed MyRetirement regime....
Policy & Regulation
ASIC chairman, Greg Medcraft confirms fintech companies who used the regulator’s Innovation Hub were already in the licensing fast-lane....
News
Money Management wishes all its readers a Merry Christmas and a safe and prosperous New Year....
Financial planning
Prime Minister, Malcolm Turnbull has criticised the financial planning regime as he claims has allowed the creation of four day planners....
Financial planning
ANZ has appointed a former Commonwealth ombudsman as its first customer fairness adviser with a remit which includes wealth customers....
Life/Risk
Major insurer, TAL has pointed to high levels of satisfaction with direct insurance and an emerging ‘new direct’ model driven by changing consumer behaviour....
Policy & Regulation
The Financial Ombudsman Service has urged the extension of the national unfair contract terms to the life insurance industry....
Funds management
New research suggests investment professionals might be better-served focusing less on performance and more on purpose....
Superannuation
Financial planners are predicted to be made busy by the Government’s super changes, particularly managing the settings for investments outside of superannuation....
News
ASIC surveillance results in seven-year ban for former Synchron Business Services adviser....
People & Products
knowIT has created three new roles following its October acquisition of Strategy Steps....
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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...