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FINANCIAL ADVICE
Financial planning
In what appears to be a counter measure against the marketing campaign of industry superannuation funds, the Financial Planning Association has released its own ‘compare ...
Financial planning
Asgard Wealth Solutions has developed a new automated business support tool to help financial planners manage their practices more efficiently, which in turn will allow t...
Financial planning
MLC has called for the super fund sole purpose test to be amended to allow members to pay for financial advice from their super fund....
Financial planning
In the world of investment banking and financial advisors, over-confidence is used too often as a proxy of skill.This is the opinion of James Montier, global equity strat...
Financial planning
The Association of Superannuation Funds of Australia is pushing for regulatory amendments which would allow super funds to play a greater role in the provision of financi...
Financial planning
The Australian Council of Trade Unions has used its submission to the Parliamentary Inquiry into structure and operation of the superannuation industry to argue that whil...
Financial planning
The power of the FPA to discipline its own members will be put to the test in circumstances where it has confirmed it is investigating 41 complaints against 23 financial ...
Financial planning
One of Australia’s largest industry superannuation funds, Equipsuper, has argued that the Government should amend the sole purpose test applying to superannuation fund tr...
Financial planning
RetireInvest has signalled its intention to move further into the aged care market in the wake of its recent alliance with the Mackenzie Aged Care Group....
Financial planning
Small-to-medium enterprise owners need to be educated about what financial planners do, according to Ross Cameron, former Liberal MP and director of Cameron Research Grou...
Life/Risk
Zurich Financial Services has introduced a new online application service for its Ezicover life insurance product aimed at giving dealer groups and other distribution par...
Financial planning
Members of Generation Y are crying out for advice on financial matters despite lofty aspirations for their financial futures, a discussion forum featuring those aged 18 t...
Financial planning
The Financial Planning Association is to investigate the circumstances surrounding the enforceable undertaking provided by AMP Financial Planning to the Australian Securi...
Financial planning
Demands for greater transparency in financial planning is depriving lower income groups of access to financial advice, a leading financial services executive has argued....
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...