"FINANCIAL PLANNING"
Financial planning
The Commonwealth Bank has reinforced the fact that it has self-reported the problems around advice clients being billed for advice they did not receive amid the high-prof...
Superannuation
Industry Super Australia wants those firms guilty of not paying in line with FOS determinations to be named and shamed....
Life/Risk
The Life Insurance Framework has bigger implications for advisers than does higher education standards. ...
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...
Financial planning
Paul Barrett’s AZ NGA has facilitated the acquisition of Queensland planning business, Aspire SRS, by AZ NGA subsidiary, Logiro....
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...
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....
Policy & Regulation
The Australian Bankers Association says public support for a Royal Commission is far less than is being claimed....
Superannuation
The SMSF Association has released new research confirming the need to lift concessional contribution caps, particularly for those aged over 50....
People & Products
Bravura Solutions has appointed former BTFG executive, David Loader as product manager for life insurance....
Superannuation
Bundling of super and cross-selling by banks may amount to third-line forcing, according to the Industry Super Australia....
Life/Risk
The Financial Services Council’s Life Insurance Code of Practice will be formally launched tomorrow with some advisers still questioning its efficacy....
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....
Financial planning
The financial services sector needs to regain its social license from the community to avoid further scrutiny and regulation, according to APRA....
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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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...