"FINANCIAL PLANNING"

Financial planning

Enhancements to the Financial Advice Register may see planners required to hold a unique identifier....

Superannuation

Sony Life’s 14.9 per cent stake in ClearView has translated into a coopertion agreement around product development, distribution and marketing....

Policy & Regulation

ASIC deputy chairman, Peter Kell says the big question confronting banks is whether client best interests can be met within a vertically-integrated model....

Superannuation

The Grattan Institute has further distanced itself from the views of the superannuation industry claiming the Age Pension and rent assistance are better tools than super....

Superannuation

New research suggests retirement consultancy may be the new growth area as superannuation funds face the shift from accumulation to drawdown....

Financial planning

Financial advisers have been identified as having a key role in the Government’s proposed MyRetirement regime....

Policy & Regulation

ASIC chairman, Greg Medcraft confirms fintech companies who used the regulator’s Innovation Hub were already in the licensing fast-lane....

News

Money Management wishes all its readers a Merry Christmas and a safe and prosperous New Year....

Financial planning

Prime Minister, Malcolm Turnbull has criticised the financial planning regime as he claims has allowed the creation of four day planners....

Financial planning

ANZ has appointed a former Commonwealth ombudsman as its first customer fairness adviser with a remit which includes wealth customers....

Life/Risk

Major insurer, TAL has pointed to high levels of satisfaction with direct insurance and an emerging ‘new direct’ model driven by changing consumer behaviour....

Policy & Regulation

The Financial Ombudsman Service has urged the extension of the national unfair contract terms to the life insurance industry....

Funds management

New research suggests investment professionals might be better-served focusing less on performance and more on purpose....

Superannuation

Financial planners are predicted to be made busy by the Government’s super changes, particularly managing the settings for investments outside of superannuation....

News

ASIC surveillance results in seven-year ban for former Synchron Business Services adviser....

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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

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

4 weeks ago
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