"FINANCIAL PLANNING"

Funds management

ClearView has added Challenger and CommInsure annuities to its WealthSolutions platform....

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....

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