FINANCIAL PLANNING

Life/Risk

Trowbridge recommends level commissions, an Initial Advice Payment of no more than $1200 and a five-year rule....

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Life/Risk

The Australian Securities and Investments Commisison may sit at the centre of how key Trowbridge recommendations are imposed....

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Financial planning

NAB has confirmed it is now reporting to ASIC all planners departures and the reasons for their exit....

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People & Products

Koda Capital recruits JBWere philanthropy specialists....

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Superannuation

A Brisbane planner has questioned industry funds, the size of their boards and the amounts paid to union-nominated directors....

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Superannuation

Federal Treasurer, Joe Hockey has acknowledged the problem of home ownership creating asset-rich, cash-poor retirees and access to the age pension....

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Financial planning

One of the key factors used in calculating churn, discontinuances, rarely gets below 11 per cent, according to new research....

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Financial planning

ASIC is focusing on stockbrokers and investment advisers and the use of general of advice....

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Editorial

Infocus Wealth Management chief executive, Rod Bristow argues that a succession of bad news about financial planning has caused the profession to lose its social license....

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Financial planning

Ibbotson's Craig Stanford will chair AIMA's education committee. ...

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Financial planning

A financial planning practice within Charter Financial Planning has paid $10,200 penalty after ASIC found it made misleading representations in an article on its website....

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Financial planning

A Perth based adviser has challenged politicians to run a successful risk insurance businesses under the models they are advocating claiming it would be impossible to do ...

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Superannuation

A new Money Management survey has revealed most accountants and planners would be preapred to establish an SMSF on the basis of FUM of $200,000 or less. ...

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Financial planning

The Money Management Platforms & Wraps Conference, 2015, scheduled for 29-31 July at Magenta Shores will examine the rise and rise of SMAs and how platforms are competing...

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Financial planning

The Commonwealth Bank will roll out IRESS to all its planning licensees and advice divisions....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

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gonski

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ASIC has released the percentage of candidates who passed its August financial advice exam with the volume dropping to the lowest since November 2022....

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