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"FINANCIAL PLANNING"
Accounting
ASIC has sent a harsh message to accountants who chose to play outside the transitional rules in giving SMSF-related advice....
Superannuation
Both the FPA and the AFA acknowledge that the only certainty is another period of uncertainty following the Federal Election....
Financial planning
The FPA has detailed the key policy differences between the major and minor political parties and the choices for financial planners are stark....
Superannuation
Both the FSC and the industry funds have backed ASIC’s remaking of a class order underpinning the provision of general advice within banks and super funds....
Financial planning
ASIC rules that rating financial products constitutes providing financial product advice....
Financial planning
Industry super fund, Cbus, has launched an in-house financial advice service model and will expand its over-the-phone advice offering later this year....
Funds management
IOOF confirms the completion of the client transition process to its IOOF Pursuit platform....
Financial planning
Risk-focused group, Synchron, has appointed a former UBS Wealth senior employee as its new compliance manager....
Funds management
The retirement incomes shortfall being encountered by baby boomers means it’s time to give planners more options with respect to reverse mortgage products, according to c...
Superannuation
The Productivity Commission has been told that super funds see the provision of advice as a key service to members, but view intra-fund and scaled advice as most cost-eff...
Financial planning
New study confirms insurance claimants who sought help from financial advisers were likely to be more satisfied with insurance companies. ...
Superannuation
Recent changes to aged care arrangements have created just as many headaches as the proposed Budget changes to super....
Funds management
A new global survey has revealed that those who use financial advisers give them a high level of trust....
Funds management
ClearView has announced a capital raising amid discussion around the exit of its major shareholder....
Financial planning
A group established by life/risk advisers is demanding answers around why product manufacturers have not be sanctioned when problems occur....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...