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FINANCIAL PLANNING
Financial planning
Australian investors may have built up a so-called "wall of cash" as they cling to safety in volatile times, but new research conducted by Wealth Insights suggests planne...
Financial planning
Ford + Scott Financial Planning has resigned from Securitor and joined Paragem's AFSL....
People & Products
Claude Santucci has stepped down as president of the Boutique Financial Planning Principals Group (BFPPG) to take on a supporting administrative role....
Financial planning
The AFA has announced five finalists for its annual Rising Star of the Year award, with the winner to be announced at the association's annual conference on the Gold Coas...
Policy & Regulation
A consulting firm predicts many financial planning practices and dealer groups will fail to get FOFA-ready....
Financial planning
Financial planning groups will lose the presumption of innocence where volume rebates are concerned....
Financial planning
A panel of experts including Stephen van Eyk will next month traverse the thorny issue of the signs advisers will need to recognise when looking to move clients back into...
Accounting
Accountant/planners in rural areas are likely to forgo their professional accounting body membership if the APES 230 standards are introduced, according to Kenyon Partner...
Financial planning
The prolonged lull in investments markets, coupled with the pressure to comply with the new regulatory regime, is taking its toll on some planners' mental health....
Financial planning
Despite conventional wisdom to the contrary, many independent financial planners are not ill-disposed towards linking to the dealer group services provided by the major b...
Financial planning
The Australian Securities and Investments Commission has banned two former planners for three years and six years, respectively....
Superannuation
SMSF pensioners can get tax breaks on superannuation income streams despite across-the-board limitations for super members, according to Cavendish Super head of technical...
Financial planning
MLC chief executive Steve Tucker has outlined a 'direct-to-customer' plan, while assuring financial advisers they will still 'own' their clients....
Life/Risk
Insurance brokers have told Money Management Vero Insurance representatives have alerted them to a price hike of up to 50 per cent to Vero's professional indemnity insura...
Life/Risk
The three-year responsibility period proposed by the Financial Services Council for advisers to retain commissions on risk policies sold could negatively impact the value...
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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....