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FINANCIAL PLANNING
Financial planning
Half the population is female and if the planning industry does not address that segment it is losing out on finding the best planners, according to StatePlus....
Funds management
Investors planning on making their first CFD trades over the coming year say having access to equities will be a key factor when selecting their provider....
Financial planning
The AFA has turned to Adviser Ratings to help educate the public about the value of financial advice....
Financial planning
The wealth management industry needs to identify, understand, and tackle the complex issues surrounding the financial abuse of the elderly....
Life/Risk
While the major planning groups met with new Assistant Treasurer, Kelly O’Dwyer last week no one is expected any early calls on the detail of the Life Insurance Framework...
Editorial
New research has confirmed substantial unmet demand for good and independent financial advice which the banks may not be able to deliver. ...
Financial planning
ASIC has announced the permanent banning of a former Westpac authorised representative from providing financial services....
Life/Risk
NAB has revealed it is in ongoing negotiations with Nippon Life to enter a life insurance product manufacturing agreement aimed at bolstering the wealth business....
Life/Risk
Hybrid commissions may remove perceptions of bias in adviser recommendations, but it will not boost advice quality, the FPA argues....
Financial planning
Former Zurich business development manager, Jason Milosevski, has been appointed as Synchron’s Victorian state manager....
Tools & guides
Platform development must stay focused on its purpose, which is to support the very real value that full financial planning delivers for clients, writes Alan Dunne. ...
Editorial
A change of minister combined with a change in ministerial advisory personnel and Government policy attitudes has altered the dynamic for the key financial services lobby...
Financial planning
Specialist lawyer urges advice firms to be wary of any moves by ASIC to have licensees trade away the monetary limits applying to EDR schemes such as FOS....
Financial planning
To help build solutions and create efficiency, OnPay and AdviserLogic have integrated to make fee and commission data available for AdviserLogic users....
Superannuation
As the Parliament moves to consider super fund governance changes, Industry Super Australia has released research claiming the big banks are taking a third of all super f...
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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....