financial planning

Financial planning

Insurer ‘selective’ on D&O insurance for planning businesses

Suncorp confirms Vero is applying a ‘selective’ approach to approving directors and officers insurance to planning groups....

Editorial

IOOF result ‘solid’ despite 28 per cent decline

IOOF points to synergies from DKN and Plan B acquisitions after reporting a 28 per cent profit slide....

Life/Risk

Direct life insurance – a friend or foe of financial advisers?

We can buy everything online – clothes, shoes, cars, holidays – so it is only natural that the direct life insurance channel is becoming part of the online tsunami. How t...

Accounting

D-day looms on APES 230

This week’s APESB board meeting looms as a crucial moment in the APES 230 debate....

Financial planning

Premium reaches out to accountants

Boutique dealer group Premium Wealth Management has launched a new service aimed at helping accountants deal with the new licensing regime replacing the accountants' exem...

Editorial

Wealth and North help AMP profit

AMP Limited has turned in a solid full-year net profit on the back of improved performances across a range of divisions including wealth management and AMP Capital....

Policy & Regulation

June 30 to trigger adviser migration

The dawning realisation that grandfathering arrangements may be put in jeopardy is likely to create a spike in the number of planners changing dealer groups before 30 Jun...

Financial planning

Industry can co-fund advice campaign: FSC

FSC's John Brogden offers to have the industry co-fund a public education campaign on the value of advice....

Financial planning

Russell Investments announces new alliance approach

Russell has partnered with Matrix Financial Planning and announced its intention to forge a series of partnerships with large investors and financial advice groups....

Financial planning

Lining up clients’ financial choices with their goals

The concept of ‘values-based financial planning' fits in perfectly with spirit of the Future of Financial Advice (FOFA) reforms, according to American financial planning ...

Financial planning

Embrace 'life planning', says mentor

Australian planners would be well served by following in the footsteps of their American colleagues who have embraced 'life planning', according to financial services men...

Financial planning

Planning vs advice: what’s in a name?

Should ‘financial planner’ and ‘financial adviser’ be synonymous in the eyes of law?...

Policy & Regulation

FOFA to remain soft-boiled until mid-2014

The implementation of the Future of Financial Advice (FOFA) reforms looks set to remain "medium soft" until 1 July 2014, according to Shadow Treasurer Mathias Cormann. ...

Financial planning

Vero 'selective' on planner PI

Vero confirms its selective approach on planner PI while Cormann queries current regime. ...

People & Products

FPSA signals plans for growth

Dealer group Financial Planning Services Australia (FPSA) has announced a restructure of its executive team ahead of plans to grow its advice and distribution proposition...