"FINANCIAL PLANNING"

People & Products

knowIT has created three new roles following its October acquisition of Strategy Steps....

Policy & Regulation

ClearView Wealth claims the FSC cannot be trusted to deliver on open insurance APLs because it is dominated by large vertically-integrated institutions....

News

The founder and managing director of Omega Global Investors and former Vanguard executive, George Vassos, has died....

Policy & Regulation

The Government has introduced legislation which will restrict the use of client monies by licensees....

Financial planning

The Australian Stockbrokers Association has renamed itself the Stockbrokers and Financial Advisers Association and sought endorsement as a code monitoring body under the ...

Life/Risk

The Association of Financial Advisers has upped the ante on the Life Insurance Code of Practice urging a Parlimentary Committee to demand more of the life insurers....

Superannuation

The Treasurer Scott Morrison has promised no more super tax tinkering as the timing of the Government's changes has opened up a seven month window of opportunity on non-c...

Policy & Regulation

Australian Securities and Investments Commission chairman, Greg Medcraft, has pointed to fintech developments allowing consumers to bypass intermediaries such as advisers...

Editorial

There have long been accusations that industry funds have been the beneficiaries of generous rebate arrangements from group insurers and both the Productivity Commission ...

Policy & Regulation

Westpac has emerged as the latest major bank to reveal the manner in which regulatory and compliance costs are dragging on its wealth management businesses....

Financial planning

Paul Barrett’s AZ Next Generation Advisory has made 18 acquisitions in 18 months entering into a transaction with Perth’s On-Track Financial Solutions....

Life/Risk

ANZ has flagged the sale of its Australian life insurance, advice and superannuation investments business in Australia....

Superannuation

The Productivity Commission has been urged to be aware of the vested interests at work in the superannuation debate and to get rid of the industrial-political intrigue....

Life/Risk

The removal of industrial relations constraints will allow the MySuper regime to blossom, according to the Workplace Super Specialists....

Life/Risk

AMP Limited has taken radical action to address deteriorating results within its insurance business, initiating a reinsurance deal with MunichRe....

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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 1 week ago

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

2 months 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 1 week ago

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

1 week 2 days ago

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

2 weeks 4 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....

3 weeks 1 day ago
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