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FINANCIAL PLANNING
Life/Risk
Col Fullagar points to push towards advice-based approach to life/risk via a truly wholesale risk insurance premium....
Financial planning
A global study has found that 44 per cent of consumers still rely on family and friends for financial advice....
Superannuation
Super fund executives have been told good financial advice trumps investment management in delivering adequate retirement incomes....
Financial planning
While 22 per cent of Australians believe they do not need a financial planner, 23 per cent are kept up at night by their finance, according to a survey....
Financial planning
There is growing interest among financial advisers to implement social media strategies into their businesses to connect with clients....
Life/Risk
Advisers’ uptake of a program aimed at supporting them to transition from up-front commissions to a hybrid system reflects their willingness to change, a life insurer bel...
Editorial
While 2015 threw up its share of challenges for financial planners and the broader financial planning industry, it also confirmed that planners could speak with one voice...
Policy & Regulation
Mike Taylor reflects that 2015 was a year of policy challenges for the financial services industry, many of which will continue into 2016....
Financial planning
The FPA announces policy chief Dante De Gori as the successor to Mark Rantall as CEO....
Financial planning
CBA launches a program to educate its employed financial planners on women’s unique financial needs, as well as promote financial planning as a profession for women. ...
Financial planning
Canadian financial planners perceive Australia’s removal of commissions as a fail which has created an advice gap....
Financial planning
The Federal Treasurer, Scott Morrison, sees opportunities for Australian planners in an increasingly affluent but ageing China....
Financial planning
National Australia Bank’s premium wealth brand, JBWere makes three key appointments, including general manager, advice....
Financial planning
The Federal Government intends reconstituting the Financial Sector Advisory Council but will planners get a voice?...
Financial planning
Macquarie wants planning and accounting firms to provide benchmarks across fees, remuneration structures and retention strategies....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...