"FINANCIAL PLANNING"

Superannuation

Industry Super Australia wants those firms guilty of not paying in line with FOS determinations to be named and shamed....

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Life/Risk

The Life Insurance Framework has bigger implications for advisers than does higher education standards. ...

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Financial planning

The Financial Planning Association has suggested appointing experienced financial planners to FOS panels to help overcome the lack of experience in dealing with planner-s...

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Financial planning

Paul Barrett’s AZ NGA has facilitated the acquisition of Queensland planning business, Aspire SRS, by AZ NGA subsidiary, Logiro....

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Financial planning

The Australian Securities and Investments Commission is scrutinising the impact of vertical integration on wealth management and across the broader financial services sec...

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Life/Risk

Major group insurer, TAL, has confirmed the payment of ‘profit share rebates’ to superannuation funds in the expectation they will be used for the benefit of members....

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Policy & Regulation

The Australian Bankers Association says public support for a Royal Commission is far less than is being claimed....

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Superannuation

The SMSF Association has released new research confirming the need to lift concessional contribution caps, particularly for those aged over 50....

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People & Products

Bravura Solutions has appointed former BTFG executive, David Loader as product manager for life insurance....

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Superannuation

Bundling of super and cross-selling by banks may amount to third-line forcing, according to the Industry Super Australia....

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Life/Risk

The Financial Services Council’s Life Insurance Code of Practice will be formally launched tomorrow with some advisers still questioning its efficacy....

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Financial planning

LICG member and instigator of the motion behind the AFA EGM sought to withdraw his resolution to change the constitution before it went to a vote....

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Financial planning

The financial services sector needs to regain its social license from the community to avoid further scrutiny and regulation, according to APRA....

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Financial planning

Increasing complexity of advice and product innovation may mean advisers could thrive more as specialists in certain areas instead of being all things to all clients....

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Life/Risk

New academic research has confirmed that increasing regulation has been influential in banks deciding to exit elements of their wealth management and insurance businesses...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 3 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 6 days ago