FINANCIAL PLANNING

People & Products

National Australia Bank Financial Planning has today announced two appointments within its leadership team to manage NSW, QLD and the ACT....

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Funds management

Managed Accounts Holdings has moved to acquire Linear Financial Holdings in key transaction aimed at delivering scale and growth....

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Financial planning

ASIC has permanently banned John Dimitropoulos from financial services in connection with property and SMSF spruiking....

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Editorial

Was the life insurance industry ever really guilty of 'excessive' churn or was churn a means to a politically-motivated end? ...

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Top 100

Money Management's TOP 100 Financial Planning Groups survey has found financial planner numbers have dropped against the backdrop of increased educational requirements an...

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Editorial

University of Wollongong academics Shantha P Yahanpath and Shan P Yahanpath argue that there is a better way for financial planners to approach wealth management....

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Tools & guides

Minh Ly looks at modelling strategies to help advisers help clients understand how likely a desired spending level can be sustained during retirement....

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Life/Risk

A new whitepaper has outlined an integral role for life/risk advisers in an increasingly digital age with insurers placing them in the online mix....

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Financial planning

Commonwealth Bank group executive, Wealth Management, Annabel Spring will exit the business in December....

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Policy & Regulation

The Federal Opposition has said it will veto the appointment of former banker, John O’Sullivan, if he is nominated as the new chairman of the Australian Securities and In...

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Financial planning

A senior parliamentarian has quizzed the Australian Securities and Investments Commission on whether insurers have simply converted the payment of shelf space fees to ‘tr...

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Life/Risk

The ISWG’s draft Life Insurance in Superannuation Code of Practice requires any opt out or cessation arrangements to be straightforward and transparent. ...

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Financial planning

The Victims of Financial Fraud has likened the recent bank money laundering investigations to the Trio Capital scheme, arguing admission of weaknesses in the law meant it...

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Life/Risk

ASFA has found that while receiving an insurance payout is not a rare event under insurance costs the government more than $1 billion annually....

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Financial planning

The Australian Securities and Investments Commission has outlined to a Parliamentary Committee what it thinks life/risk advisers actually earn via the statement of advice...

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

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Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

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gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

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The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

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ASIC has released the percentage of candidates who passed its August financial advice exam with the volume dropping to the lowest since November 2022....

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The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

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