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FINANCIAL PLANNING
Superannuation
Expert panel advocates finding a concessional caps’ sweet spot and limiting lump sums....
Financial planning
Lower-cost and flexible pricing models have been the most successful elements in driving planners’ satisfaction with investment platforms, according to a new report by In...
People & Products
Former Ventura Investment Management managing director Kate Mulligan has joined non-aligned wealth management group netwealth as a non-executive director....
Financial planning
Planners leave amid FOFA pressure and institutional offers....
Life/Risk
New Plan for Life data paints healthy but mixed picture of life/risk market....
Financial planning
Better business insurance can be gained by engaging with insurance brokers. ...
Financial planning
The Coalition has released a new policy paper which confirms it would amend FOFA to “reduce compliance costs for small business financial advisers”. ...
Financial planning
The regulator permanently bans a planner and insurance broker in separate actions....
Financial planning
While bank-owned dealer groups aggressively increased their adviser numbers in the last few years, non-aligned financial planning businesses have had to put serious brake...
Financial planning
FPA states that professional status requires association membership....
Financial planning
ASIC takes the unusual step of using the weekend to announce a new focus on analyst briefings....
Rate the raters
Between financial planners and fund managers stand research houses vetting products as they come to market, often to the chagrin of fund managers who have come to rely on...
Rate the raters
Money Management asked fund managers once again what they thought about the research houses which rate their products....
Financial planning
Financial planning software company IRESS is continuing its market domination, with new figures showing it now holds 50 per cent of the planner market. ...
Financial planning
Advisers unsure of what to charge for ongoing service ...
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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....