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FINANCIAL PLANNING
Life/Risk
Life Insurance Advice Working Group chairman, John Trowbridge, has defended the manner in which he dealt with the final report recommendations and denied any change of ma...
Editorial
Another bout of negative publicity has reinforced the need for better differentiating the various sectors of the financial services industry....
Life/Risk
Frydenberg warns life/risk industry on Trowbridge - initiate your own reforms or lose control of the outcome....
Life/Risk
Despite claims of an 11th hour change in mandate, defenders of the Trowbridge Report say he decision to make the final report the sole work of its chairman was flagged in...
Financial planning
A member of the Trowbridge working group has claimed its mandate was changed within its last weeks despite the objections of those representing the AFA....
Life/Risk
Madison Financial Group joins the chorus of life/risk firms strongly critical of the Trowbridge recommendations and urging closer analysis....
Editorial
The final recommendations of the Trowbridge Report have been delivered and it seems that painful change has become unavoidable for risk advisers....
Financial planning
The Financial Planning Association has urged the introduction of a Practicing Certificate regime for financial planners....
Life/Risk
The Trowbridge recommendations need to be fully modelled before they are implemented, according to Synchron director, Don Trapnell....
Life/Risk
The FPA has warned that the FSI and other recent recommendations may push confused consumers towards direct and group insurance....
Life/Risk
ASIC acknowledges dearth of PI providers and difficulties of smaller planning firms obtaining cover but claims market stable....
Superannuation
Industry Super Australia says the super tax concessions need to be explicity linked to retirement income policy objectives, not estate planning....
Editorial
Matthew Rowe writes that those advocating a national examination for financial planners don’t really view the profession through the same lens as planners themselves....
Superannuation
The Tax White Paper has placed superannuation tax concessions and negative gearing front and centre for review....
Life/Risk
Brisbane-based adviser argues there may be privacy implications if the Trowbridge recommendations are implemented....
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Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....