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"FINANCIAL PLANNING"
Financial planning
Despite the rapid rise of digital/robo advice, face-to-face advice will continue to dominate, according to research by Comparator Business Benchmarking....
Accounting
The Institute of Public Accountants is urging members to change their business models as concerns grow that ASIC may be facing an accountants licensing bottleneck....
Life/Risk
Planners need to take a consistent approach to life insurance recommendations, according to FPA general manager, policy and conduct, Dante De Gori....
Life/Risk
Fee for service can help clients maintain cover, according to Wealth Elements Dean van Zyl....
Financial planning
Financial planners have a key role in educating consumers that life cover provided in super may not be enough....
Superannuation
New APRA data has revealed that it is retail funds which are lagging on transferring accrued default super balances to MySuper products....
Financial planning
A new e-book analysing mistakes within SOAs identifies failings around identifying what is really in a client’s best interests....
Life/Risk
Rice Warner predicts 60 per cent will become the ultimate LIF default and that other major banks may emulate NAB in exiting life insurance manufacturing....
Financial planning
Specialist advice and legal document provider, Topdocs, has unveiled a new registration tool to help advisers streamline applications when processing self-managed super f...
Life/Risk
The Government has moved to make the major life insurers more clearly define lapses and therefore what is and is not churn....
Life/Risk
ClearView chief executive, Simon Swanson, calls on Government to follow through on making all vertically integrated financial firms include all APRA-regulated insurers on...
Financial planning
ASIC chairman, Greg Medcraft has used the regulator’s annual report to reinforce its continuing focus on advice from large, vertically-integrated institutions....
News
Westpac turns in solid result but partial sale of BTIM contributes to softer wealth result....
News
BT Financial Group, Brad Cooper looks beyond once-offs towards Panorama and Adviser View....
Accounting
Capstone Financial Planning is now providing “authorisation solutions” to accountants as the financial planning landscape continues to shift....
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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?...