"FINANCIAL PLANNING"

Life/Risk

The Financial Services Council has declared it will support a move to level commissions and fee for service if the Life Insurance Framework fails to meet its objectives....

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Superannuation

The use of poor data means the Federal Government may have seriously under-estimated the impact of the Federal Budget on SMSFs....

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Financial planning

Selections will be critical to the success or otherwise of the Professional Standards Body covering the financial planning industry....

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Financial planning

Advisers have been warned that the advice they provide to clients will need to be hedged on the basis of which party ultimately wins the 2 July poll....

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Funds management

Australian Securities and Investments Commission chairman, Greg Medcraft, places planning and life insurance front and centre of regulator’s attention following increased...

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Financial planning

Financial planners have been told they need to proactively prepare their clients against the impacts of ageing and cognitive decline – a risk that they cannot afford not ...

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Funds management

The Financial Planning Association has appointed former College of Law staffer, Shaun Weston-Cole, as its new head of education....

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Superannuation

Superannuation will lose its status as an end-of-year tax planning strategy and alter the remuneration dynamics for planners....

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Financial planning

A survey of financial planners has revealed an overwhelmingly negative response to the Federal Budget changes....

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Financial planning

Dealer groups have good reason to be cautious and to ensure planners are appropriately qualified to give advice around leverage and margin lending, a Money Management rou...

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Life/Risk

The Australian Prudential Regulation Authority has urged action on implementing a mechanism capable of rationalising legacy life products....

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Superannuation

Lowering the superannuation concessional contribution caps to $20,000 will be self-defeating for the Government, according to the Financil Services Council....

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Financial planning

Fiducian has expanded its financial planning footprint via Perth acquisitions, and has increased its FUA in Fiducian Financial Services to $1.8 billion....

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Financial planning

Industry Super Australia chief executive, David Whiteley claims if banks are serious about consumer best interests they will abandon grandfathered commissions....

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Financial planning

NAB Wealth’s Andrew Hagger takes another step up with the bank to chair JBWere....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

5 days 17 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 3 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 1 day ago