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FINANCIAL PLANNING
Financial planning
Russell Investments has signalled a renewed focus on the superannuation and life insurance sectors via the appointment of Jodie Hampshire as its new head of institutional...
Superannuation
SPAA is urging SMSFs to get quality advice after the ATO announced it would increase its monitoring of the sector. ...
Financial planning
The concept of trust in financial planning has reached a critical juncture, writes Geoff Rimmer, and only bold measures will restore it. ...
Financial planning
An independent expert will monitor the way PIS gives financial advice for the next nine months to ensure the group meets the standards set out in the Enforceable Undertak...
Financial planning
The chairman of the Senate Committee reviewing ASIC laments that its greatest successes appear to have occurred after the damage has already been done....
Superannuation
Industry super funds appear to be making desperate attempts to retain those members most likely to break away and set up a self-managed super fund, as Damon Taylor report...
Financial planning
Difficulties in securing finance will deplete independent planner space....
Financial planning
ASIC signals it will look to the most senior levels when it detects a bad compliance culture....
Financial planning
There are divergent views, but Barry Lambert believes licensing may mean planners will have to figure out how to stop accountants from taking their clients....
Superannuation
SPAA welcomes changes to the tax treatment of non-reversionary pensions....
Editorial
The financial services industry’s approach to post-retirement has long been regarded as stale. Critics’ voices have become ever louder and, as Janine Mace reports, the in...
Financial planning
The so-called “fifth pillar” of Australia’s banking sector, AMP, now owns the two biggest dealer groups in Australia....
Life/Risk
Some progress appears to be being made towards finding common ground on life/risk sustainability and churn....
Financial planning
Count founder Barry Lambert predicts in Money Management that commercial reality and the FOFA changes will precipitate the disappearance of more AFSLs....
Accounting
A new ICAA white paper argues the case for a new Government to recognise the ability of accountants to rebuild community trust in the financial services industry....
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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....