FINANCIAL PLANNING

Financial planning

Fiducian Group will introduce an update to its FORCe Desktop software to help increase efficiency for financial planners....

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Financial planning

Over one in five global corporations do not track FX risk management performance, according to a Deloitte survey....

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Features

Amid the overwhelmingly negative media coverage of alleged problems within CommInsure’s claims handling procedures, something important was overlooked — a number of major...

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Tools & guides

Mike Taylor writes that while much attention has focused on adviser remuneration over the past two years, insurance claims handling has deserved equal scrutiny....

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Superannuation

Tender consultants have confirmed that a number of corporate and industry funds are conducting group life tenders at the same time as CommInsure has encountered adverse p...

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Financial planning

The Trowbridge and LIF scrutiny directed at life/risk remuneration ought to have been equally directed towards claims handling....

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Financial planning

One in three couples insist on keeping separate bank accounts, with more women refusing to merge money, according to a survey....

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Financial planning

Paul Barrett’s Italian-funded AZ NGA has acquired Perth-based Wealthwise and aims to reach 12 acquisitions within 12 months....

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Financial planning

There was bipartisan support for the Government’s move to provide an additional 30 days for advisers to send fee disclosure statements and opt-in notices to clients....

Financial planning

Assistant Treasurer, Kelly O’Dwyer signals the Government is close to delivering the legislation to underpin adviser education and professional standards....

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Accounting

Perpetual Private has entered into a partnership with a law firm aimed at helping accountants navigate the firm’s full licensing offer....

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Financial planning

ANZ has undertaken a major shake-up of its wealth business with the announcement of the departure of Joyce Phillips....

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People & Products

IOOF appoints former iShares managing director, Mark Oliver, as General Manager, Distribution....

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Financial planning

Former general manager of policy, Dante De Gori, has officially commenced his role as chief executive of the FPA, taking over from Mark Rantall....

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Editorial

The policy speculation around taxation and superannuation has become chaotic and the Government must bring the process back to order....

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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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