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Financial planning
The Futuro Financial Services brand may survive under the ownership of AMP, despite the plan to have its financial planners licensed under Charter Financial Planning....
Superannuation
SMSFs were one of the target areas for the Stronger Super reforms and while SPAA was broadly happy with the proposed measures, it still has some concerns about implementa...
Financial planning
Macquarie Bank has enhanced its web-based services to assist SMSFs and other clients by providing online access to 10 years worth of clients' Macquarie Cash Management Ac...
Financial planning
For financial advisers, the need to be able to assess their clients’ risk is assuming far greater importance, according to Gabriel Carey....
Editorial
Mike Taylor writes that the failure of the industry’s critics to distinguish between the failure of product and the failure of advice is continuing to tarnish the reputat...
Financial planning
AMP has invested in Futuro Financial Services, taking an initial 10 per cent minority stake with a plan to take full ownership of the business in five years....
Policy & Regulation
Financial planning industry awaits announcements from Financial Services Minister, Bill Shorten, while lobbying around FOFA amendments intensifies....
Superannuation
More than a third of new SMSF members in 2011 were under the age of 45, presenting an opportunity for advisers, particularly in the area of scaled advice, according to th...
Financial planning
Social media such as Facebook, Twitter and LinkedIn are more about marketing the services of financial planners than about advice delivery....
Life/Risk
Different policy proposals are being suggested by the insurance industry to combat churn, but they have not been universally accepted. Who should be responsible for effor...
Editorial
Dominic McCormick explains why passive funds are not a low risk portfolio approach....
Life/Risk
The risk insurance industry has defied all odds and continued to experience strong growth amid economic uncertainty. However, that is not to say the sector has managed to...
Policy & Regulation
The financial services industry has turned its attention to the parliamentary independents in the wake of the failure of the PJC reviewing the FOFA bills....
Financial planning
Paragem Dealer Services will change its name to Pathway Licensee Services as part of the integration of the business with its new parent company, netwealth Group....
Superannuation
Aaron Dunn provides five SMSF suggestions that could be used to attract new business in 2012....
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Podcast
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...