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Chris Kennedy
Chris Kennedy
News by this author
Technology solutions could boost planner engagement with all clients, particularly C and D clients, according to Decimal....
Some segments of the industry say the Financial Services Council’s (FSC) stance to proactively reduce the practice of insurance policy churning by advisers will not...
Equity Trustees (EQT) has confirmed the acquisition of the OAMPS superannuation fund and a new superannuation growth initiative known as simpleWrap....
Australian Unity Investments has entered into an agreement with Investa Property Group to acquire the responsible entity for its retail funds business....
A former star ANZ financial planner has credited the support offered by AXA/AMP’s Discovery program as a key part of the reason she decided to leave the security of...
Some lenders have been taking advantage of regulatory loopholes to either recommend clients start up a self-managed super fund (SMSF) or obtain a declaration of business ...
A Sydney based financial planning practice has switched licensees from Charter to Garvan following an approach from MLC....
The Financial Planning Association has criticised CHOICE’s partnership with the Big Bank Switch campaign, calling it hypocritical....
The first draft of the legislation flowing from the Government’s proposed Future of Financial Advice (FOFA) changes is now not likely to be made available until nex...
BT Financial Group has announced a restructure driven by a desire to earn more of Westpac customers’ superannuation, investment, advice and insurance business as a result...
Analysis by this author
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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...