"FINANCIAL PLANNING"

Financial planning

Spring Financial Group declares intention to grow planning business via franchise-based expansion....

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....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 2 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 1 week ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 2 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

2 weeks 1 day ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

3 weeks 3 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

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