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"FINANCIAL PLANNING"
Financial planning
FOS personnel dominate CommInsure’s Claims Review Panel while ASIC is proving integral to the appointment of an independent expert to review denied claims....
Financial planning
Industry funds body, the Australian Institute of Superannuation Trustees (AIST) is arguing that TTR arrangements should be counted as retirement income....
Financial planning
Will the major institutions offering both both product and advice remain in wealth management in the face of new technology and lack-lustre balance sheets?...
Financial planning
Former Cooper Review chairman and Challenger executive, Jeremy Cooper says retirees are being let down by retirement calculators utilising long-term average returns....
Policy & Regulation
Money Management and Financial Express launch new investment resource for planners and self-directed investors - the Money Management Investment Centre....
Financial planning
The major banks, AMP and IOOF have been singled out as licensees for accountants to avoid if they have an eye to issues such as succession planning....
Accounting
Digital disruption will compel accountants away from ‘hackwork” and towards financial planning, according to CPA, Greg Holman....
Financial planning
The FPA has launched a national campaign backing the value of the Certified Financial Planning designation. ...
Superannuation
A tribunal decision has revealed that superannuation fund members are still waiting for money from illiquid super fund investments seven years after the GFC....
Financial planning
Retirement planning is making up a greater proportion of planners’ workload and they are looking for platform tools to make life easier....
People & Products
Financial Services group, ClearView has appointed co-founder of Matrix Planning Solutions, Allison Dummett, to the newly-created role of head of strategic advice....
Financial planning
The Australian Prudential Regulation Authority chairman, Wayne Byres says recent events have drawn the regulator's attention to corporate culture in the life/risk sector....
Financial planning
Failed agribusiness MIS are a result of insufficient regulation governing the meaning of ‘general advice’, the FPA believes....
Financial planning
BT Financial Group has told advisers there can be merit in advising clients out of group and into individual retail life utilising partial rollovers....
Financial planning
Life insurers are not only facing renewed political and regulatory scrutiny, they are facing mixed signals from the life/risk market....
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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...