FINANCIAL PLANNING

Financial planning

Measures in the Abbott Government’s inaugural budget have divided financial planning groups, prompting both praise and condemnation. ...

Financial planning

Questions are being raised over financial advisers’ focus on traditional products, with a survey showing more than half of respondents viewed specialist risk as a priorit...

Financial planning

FPA aims to grow members and boost consumer engagement with NAB Wealth executive hire....

Financial planning

A Budget user-pays approach to financial services regulation could hit licensee and other planning costs....

Policy & Regulation

Despite the efforts of licensees to promote succession planning, only a fifth of financial planners have a comprehensive roadmap in place, a survey has revealed. ...

Financial planning

Financial services is one of last professions to outsource routine procedures to improve productivity....

Superannuation

A roundtable has agreed that Australia needs a Government-sanctioned retirement incomes adequacy index and a shift from lump sums to income streams....

Life/Risk

AMP chief executive Craig Meller has told shareholders the company is re-engineering its insurance business, believing recent customer behaviour may be here to stay....

Editorial

NAB has reported a solid half-year, with its new NAB Wealth team being cited as gaining traction....

Financial planning

Fiducian spends $1.31 million on purchase of client base....

Editorial

While many Australians will resent a Federal Budget which includes a lifting of the pension age to 70, such a move is likely to generate plenty of business and new produc...

Funds management

Over the past 12 months the global equities sector has seen the highest number of new product entrants since before the onset of the global financial crisis....

Superannuation

With the increased scrutiny of self-managed super funds (SMSF) from the regulator, the soon-to-be-introduced penalty regime for trustees and the increasing diligence of S...

Financial planning

As Commonwealth FP again finds itself in the media spotlight, the FPA has defended the manner in which it has handled members who broke bad....

Financial planning

FPA honours ‘first lady of financial planning’, Gwen Fletcher, by giving her name to a CFP-related award...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 2 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 1 week ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 2 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

2 weeks ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

3 weeks 2 days ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

4 weeks ago
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