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Financial planning
One of the Financial System Inquiry’s greatest victories will be setting a path towards a decumulation framework, according to Challenger’s CEO, who said the company has ...
Editorial
ASIC must do more than simply identify problems when it publishes its forthcoming report on the life/risk industry. It must identify some solutions....
Financial planning
Commbank Wealth Management head, Annabel Spring says the group will remain focused on its existing strategy....
Top 100
Wide variations in the number of financial planners reported to be operating in the industry has been a feature of the sector for some years but, as Jason Spits writes, a...
Top 100
In the wake of recent industry-wide change financial planning numbers appear to have moved little, according to data collected for the Money Management Top 100 Dealer Gro...
Financial planning
Life/risk advisers are bracing themselves for ASIC to issue a tough analysis of churn and lapse rates....
People & Products
Anne Fuchs has moved to the newly-created role of Chief Commercial Officer within the AFA....
Financial planning
Class action specialists, Shine Lawyers, are investigating claims against Queensland based financial advice firm FTS....
Policy & Regulation
New research suggests bank-aligned planning groups might suffer if consumers become fully aware of their parentage....
Financial planning
Nearly 50 per cent of financial advisers access PI insurance through one of three insurers with CGU supplying nearly a quarter of planners with PI cover....
Top 100
Nearly 50 per cent of financial advisers access PI insurance through one of three insurers with CGU supplying nearly a quarter of planners with PI cover....
Editorial
Mike Taylor writes that the drive for higher educational standards for financial planners has served to regenerate criticism of those people who were grandfathered into t...
Editorial
Money Management’s 2014 Top 100 Dealer Group research has revealed an industry which has changed substantially since 2007/08 and might be on the cusp of further change. ...
Financial planning
Media reports suggesting AMP and the big four banks own 80 per cent of financial planners are incorrect with their actual ‘ownership’ levels of financial planners below 6...
Top 100
Media reports suggesting AMP and the big four banks own 80 per cent of financial planners are incorrect with their actual ‘ownership’ levels of financial planners below 6...
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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...