"FINANCIAL PLANNING"

Financial planning

AFA chief executive, Brad Fox, has made an impassioned plea to members to not wind back the clock over the life insurance framework....

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Superannuation

The Federal Treasurer, Scott Morrison, has ruled out any major concessions on superannuation beyond some ‘life event’ exclusions from the lifetime cap....

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Funds management

Fiducian Group said it would remain acquisitive as it looked to build scale on the back of a solid full-year result....

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Financial planning

The Association of Financial Advisers annual conference was looming as a hot spot for disagreement around the LIF process....

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Life/Risk

The authority of the Association of Financial Advisers board will be tested by continuing pressure for constitutional change around decision-making on the Life Insurance ...

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Financial planning

A senior dealer group head has questioned whether enough self-licensed planners are competent to actually hold an AFSL....

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Policy & Regulation

BT Financial Group’s Bryan Ashenden argued that TTR strategies would remain valid despite the Budget changes....

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Financial planning

The Paul Barrett-led, Italian-backed AZ NGA has acquired Brisbane-based business, Logiro Unchartered Pty Ltd, which has around $130 million in client funds....

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Policy & Regulation

The Federal Government will give priority to reintroducing the LIF legislation with some room for negotiation around the accompanying regulatory environment....

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Financial planning

Students and graduates saw investment banking as being more glamorous than financial planning, according to the Financial Planning Association....

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Funds management

The Australian Securities and Investments Commission adviser register has revealed a very modest start by CPA Australia Advice....

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Financial planning

The banking industry was around 18 months away from putting in place the principles necessary to deal with inappropriate product sales commissions to banking staff....

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Financial planning

The newly re-elected Government has been urged to look to independent financial groups rather than the banks on policy input and formulation....

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Superannuation

The make-up of the Parliament is regarded as making amendments to the Government’s Budget super changes almost inevitable....

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Funds management

ClearView has added Challenger and CommInsure annuities to its WealthSolutions platform....

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GG

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