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FINANCIAL ADVICE REFORMS
Financial planning
At a time when planners are struggling to source business loans, ANZ has provided its advisers with some relief by launching a new financial planner loan facility....
Superannuation
The writing is on the wall that more responsibility will fall on individuals to fund their own retirement. The need for better post-retirement solutions to deal with long...
Financial planning
Mid-tier dealer groups have turned in a mixed performance over the last 12 months as some grew faster than the more established players in the market, while others have l...
Financial planning
Sales remains a dominant factor in financial planning recruitment, according to both recruitment experts and research undertaken by Money Management into the core criteri...
Editorial
Andrew Bailo takes a look at the issues arising from the Future of Financial Advice reforms, and concludes that the harmful changes outweigh the beneficial ones....
People & Products
Australian Unity Investments (AUI) has created a new position within its business development team, appointing Simon Reed as national adviser solutions manager....
Financial planning
Financial planning software provider IRESS has announced its next update of Xplan will include new 'opt-in' capabilities for advisers as part of the practice management f...
Funds management
The proposed FOFA reforms could boost the use of exchange-traded funds (ETFs) by Australian retail investors, according to an industry expert....
Financial planning
Platform provider Praemium has launched a new insurance offering through its SMARTwrap and V-Wrap platforms, signing TAL as the underlying insurer....
Financial planning
The Financial Planning Association (FPA) has indicated it will open discussions with Treasury about whether some platforms should be regarded as pure administration tools...
Financial planning
Financial services delivers mixed response to Budget measures....
Policy & Regulation
Count Financial will apply to become the investor-directed portfolio services operator and registrable superannuation entity with respect to its strategic platform offeri...
Financial planning
Tower chief executive Jim Minto urges industry to be proactive in developing a model acceptable to Government....
Financial planning
The financial planning industry loses almost as many advisers as it gains each year, which explains the slow growth in adviser numbers over the past decade, according to ...
Superannuation
The Federal Government’s Future of Financial Advice reforms have banned all risk commissions in super and volume rebates at the same time as imposing a two-year opt-in on...
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MARKET INSIGHTS
Podcast
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?...