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Financial planning
Retirees and pre-retirees continued to hesitate from seeking financial advice due to advice and product failures of the past despite the need for professional financial g...
Financial planning
The corporate regulator has accepted an EU from My Adviser, after finding instances of poor advice provided by disgraced property developer, Craig Gore. ...
Financial planning
The key to attracting SMSF trustees to seek professional advice was by making them better informed through education, the SMSF Association believes. ...
People & Products
VicSuper has sharpened its focus on planning delivery via the creation of a new distribution role responsible for delivering workplace education services to members....
Financial planning
The Commonwealth Bank has established a Customer Advocate function in response to the ABA’s banking industry initiatives package in April. ...
Tools & guides
The superannuation caps proposed in the 2016 Federal Budget emphasise the need for financial planners to review options available to both partners rather than just the in...
Financial planning
Brisbane-based YourFin has joined dealer group, Elders Financial Planning, the sixth to do so in the last five months. ...
Financial planning
IOOF has launched an Advice Academy to be run by Dean Lombardo after a successful two-year pilot....
Financial planning
General advice warnings must be easily accessible, must not be hidden, and should be placed near the advice itself in documents in order for advisers to be compliant, a l...
Financial planning
Vertical integration had become an issue and it was time to rebuild trust in financial services, the FSC Leaders Summit has been told....
Financial planning
Managed Accounts Holdings has taken a minority stake in a Queensland planning business linked to GPS Wealth co-founder and director, Ron McGregor....
Editorial
Financial planners should brace themselves for a further period of political and policy uncertainty and possibly rue the lost opportunities of 2013-16. ...
Financial planning
NAB’s insurance transaction with Nippon Life has resulted in consolidation and the creation of the largest retail super fund....
Financial planning
School-like exams might not be appropriate for all advisers under the new education standards, and the word 'exam' should be removed from the Exposure Draft, the AFA said...
Superannuation
Managed portfolios from wealth management platform provider, HUB24, will make SMSF opportunities in Australia more far-reaching....
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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...