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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
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....