"FINANCIAL PLANNING"
Financial planning
The referral partnership between InFocus Wealth Management and H&R Block has seen its first referrals flow through....
Financial planning
Equity release and shared ownership strategies popularity will grow as more consumers reach out to the private sector to allow them to access untapped equity in assets, a...
Financial planning
Kaplan has announced the acquisition of automated compliance solutions provider, Red Marker. ...
Financial planning
Regtech and fintech firms are likely to come closer together as startups are looking to make sure there are no issues around compliance and governance, a software firm be...
Financial planning
The Credit and Investments Ombudsman has labelled the Ramsay Committee’s recommendations on external dispute resolution changes as a politically-expedient whitewash....
Policy & Regulation
Union wants whistle-blowing laws to be extended to management conduct, practices, and behaviours....
Superannuation
ASIC has confirmed it will be shadow shopping advisers who recently provided advice on SMSFs as it focuses on areas of potential risk of poor advice....
Superannuation
A large cohort of SMSFs and other retirees transitioning to drawdown phase as well as a volatile global market highlights the need for advice....
Superannuation
ASIC deputy chairman, Peter Kell has warned accountants the regulator will be visiting their firms to ensure they are operating within the new licensing regime....
Superannuation
Restoring trust and confidence in advice were the main drivers behind the reforms imposed on the financial advice industry from FOFA to professional standards, according ...
Funds management
IRESS boss, Andrew Walsh has challenged claims that the financial services technology industry is not meeting the financial planning industry’s real needs....
News
IOOF managing director, Christopher Kelaher has confirmed his firm has a record number of acquisition moves in the market....
Superannuation
Advisers need to define their value proposition and prioritise advice needs for their clients due to the inevitable factor of lack of time to meet all advice needs....
Policy & Regulation
The Federal Treasurer claims the major beneficiary of a Royal Commission into the banking and financial services industry would be Federal Opposition leader, Bill Shorten...
Superannuation
The SMSF sector has too often left it to government and others to define professionalism but it is time to take control, according to the SMSF Association chief....
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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...