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"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....
Superannuation
The Federal Treasurer, Scott Morrison, has ruled out any major concessions on superannuation beyond some ‘life event’ exclusions from the lifetime cap....
Funds management
Fiducian Group said it would remain acquisitive as it looked to build scale on the back of a solid full-year result....
Financial planning
The Association of Financial Advisers annual conference was looming as a hot spot for disagreement around the LIF process....
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 ...
Financial planning
A senior dealer group head has questioned whether enough self-licensed planners are competent to actually hold an AFSL....
Policy & Regulation
BT Financial Group’s Bryan Ashenden argued that TTR strategies would remain valid despite the Budget changes....
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....
Policy & Regulation
The Federal Government will give priority to reintroducing the LIF legislation with some room for negotiation around the accompanying regulatory environment....
Financial planning
Students and graduates saw investment banking as being more glamorous than financial planning, according to the Financial Planning Association....
Funds management
The Australian Securities and Investments Commission adviser register has revealed a very modest start by CPA Australia Advice....
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....
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....
Superannuation
The make-up of the Parliament is regarded as making amendments to the Government’s Budget super changes almost inevitable....
Funds management
ClearView has added Challenger and CommInsure annuities to its WealthSolutions platform....
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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...