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FINANCIAL PLANNING
Financial planning
Adviser cops life ban for insurance applications in names of non-existent people ...
Financial planning
FPA will reconsider aspects of enshrinement if it fails to become law...
Financial planning
The former Treasury deputy secretary who oversaw much of FOFA, Jim Murphy, has been appointed Rudd’s chief of staff....
Superannuation
With the Future of Financial Advice (FOFA) reforms having come into effect as of 1 July, Tria Investment Partners Andrew Baker says the legislation has failed to address ...
Financial planning
AMP will make it mandatory for nearly 2000 planners to be members of a professional association. ...
Financial planning
The Federal Opposition has urged new Treasurer, Chris Bowen, to revisit the Government’s approach to Trio/Astarra compensation arrangements....
Financial planning
FPA chief executive officer Mark Rantall calls for planners to set industry moral compass....
Financial planning
ASIC raises the bar on platform disclosures amid concern at increased platform use by investors not using a planner....
Financial planning
David Bradbury replaces Bill Shorten in Financial Services portfolio....
Superannuation
Independent planners have been squeezed out of tendering for corporate superannuation - or so it seems for now. ...
Superannuation
AMP Capital has launched a new website aimed at educating SMSF investors on property and infrastructure investments as part of a new campaign targeting this market....
People & Products
Zurich Financial Services has added to its Western Australian life risk distribution team with the appointment of Ryan de Bruin as business development manager....
Financial planning
The legislation to enshrine the term ‘financial planner/adviser’ has failed to make it into the Senate but the FPA has not given up....
Financial planning
Accounting and financial planning business WHK has announced it will change its name to Crowe Horwath Australasia at the end of next month, in a bid to improve the compan...
Policy & Regulation
The Federal Opposition has confirmed it will back any move by new Treasurer, Chris Bowen, to delay the implementation of FOFA....
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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....