"FINANCIAL PLANNING"

Superannuation

Sony Life’s 14.9 per cent stake in ClearView has translated into a coopertion agreement around product development, distribution and marketing....

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Policy & Regulation

ASIC deputy chairman, Peter Kell says the big question confronting banks is whether client best interests can be met within a vertically-integrated model....

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Superannuation

The Grattan Institute has further distanced itself from the views of the superannuation industry claiming the Age Pension and rent assistance are better tools than super....

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Superannuation

New research suggests retirement consultancy may be the new growth area as superannuation funds face the shift from accumulation to drawdown....

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Financial planning

Financial advisers have been identified as having a key role in the Government’s proposed MyRetirement regime....

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Policy & Regulation

ASIC chairman, Greg Medcraft confirms fintech companies who used the regulator’s Innovation Hub were already in the licensing fast-lane....

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News

Money Management wishes all its readers a Merry Christmas and a safe and prosperous New Year....

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Financial planning

Prime Minister, Malcolm Turnbull has criticised the financial planning regime as he claims has allowed the creation of four day planners....

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Financial planning

ANZ has appointed a former Commonwealth ombudsman as its first customer fairness adviser with a remit which includes wealth customers....

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Life/Risk

Major insurer, TAL has pointed to high levels of satisfaction with direct insurance and an emerging ‘new direct’ model driven by changing consumer behaviour....

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Policy & Regulation

The Financial Ombudsman Service has urged the extension of the national unfair contract terms to the life insurance industry....

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Funds management

New research suggests investment professionals might be better-served focusing less on performance and more on purpose....

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Superannuation

Financial planners are predicted to be made busy by the Government’s super changes, particularly managing the settings for investments outside of superannuation....

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News

ASIC surveillance results in seven-year ban for former Synchron Business Services adviser....

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People & Products

knowIT has created three new roles following its October acquisition of Strategy Steps....

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