ADVICE
Financial planning
Mortgages should be deemed financial products under the Corporations Act requiring the provision of licensed advice, according to actuarial consultancy, Rice Warner....
Tech
Women engaged with their super online an average of six times during the June quarter and executed an SOA 30 per cent of the time, according to Decimal....
Financial planning
Centerpoint has posted a 51 per cent growth in NPAT thanks to a strong growth of its wealth business....
Life/Risk
ANZ has today announced the release of its new income secure essentials and severity trauma insurance covers....
Features
It is time for planners to bring aged care advice into sharper focus and initiate conversations with their clients around cost, structures, and implications for other are...
Financial planning
The CBA has thus far paid over $29 million in compensation for its customers who received poor advice from CFP or Financial Wisdom between 2003 and 2012....
Financial planning
Accounting firm, RSM Australia has released research confirming small to medium business owners will need professional advice to enable a comfortable retirement....
Financial planning
Advice practices that implement the new professional and ethical standards and improve financial advice standards could eventually have to pay less levy to fund ASIC. ...
Superannuation
Australian technology provider Midwinter Financial Services would leverage superannuation gamification to develop a consumer facing calculator....
Features
While advisers need to strategise around the myriad of superannuation changes tabled in the 2016 Federal Budget, they should not implement changes just for the sake of it...
Financial planning
Successful advice businesses are built on genuine concern for people, Mentor Education believes....
People & Products
Fiducian Group has continued to implement its strategy with the acquisition of another financial planning practice....
Accounting
A new survey suggests many accountants providing SMSF advice were licensed well ahead of the end of the accountant’s exemption....
Financial planning
The ASIC industry funding model bill failed to differentiate between miscreants and those advisers who did the right thing and provided no discounts for the latter....
Financial planning
AMP has restructured its advice business, including the integration of AMP Financial Planning, AMP Advice, AMP Horizons, and AMP Direct, and has announced leadership chan...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...