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"FINANCIAL PLANNING"
Life/Risk
The Financial Services Council has declared it will support a move to level commissions and fee for service if the Life Insurance Framework fails to meet its objectives....
Superannuation
The use of poor data means the Federal Government may have seriously under-estimated the impact of the Federal Budget on SMSFs....
Financial planning
Selections will be critical to the success or otherwise of the Professional Standards Body covering the financial planning industry....
Financial planning
Advisers have been warned that the advice they provide to clients will need to be hedged on the basis of which party ultimately wins the 2 July poll....
Funds management
Australian Securities and Investments Commission chairman, Greg Medcraft, places planning and life insurance front and centre of regulator’s attention following increased...
Financial planning
Financial planners have been told they need to proactively prepare their clients against the impacts of ageing and cognitive decline – a risk that they cannot afford not ...
Funds management
The Financial Planning Association has appointed former College of Law staffer, Shaun Weston-Cole, as its new head of education....
Superannuation
Superannuation will lose its status as an end-of-year tax planning strategy and alter the remuneration dynamics for planners....
Financial planning
A survey of financial planners has revealed an overwhelmingly negative response to the Federal Budget changes....
Financial planning
Dealer groups have good reason to be cautious and to ensure planners are appropriately qualified to give advice around leverage and margin lending, a Money Management rou...
Life/Risk
The Australian Prudential Regulation Authority has urged action on implementing a mechanism capable of rationalising legacy life products....
Superannuation
Lowering the superannuation concessional contribution caps to $20,000 will be self-defeating for the Government, according to the Financil Services Council....
Financial planning
Fiducian has expanded its financial planning footprint via Perth acquisitions, and has increased its FUA in Fiducian Financial Services to $1.8 billion....
Financial planning
Industry Super Australia chief executive, David Whiteley claims if banks are serious about consumer best interests they will abandon grandfathered commissions....
Financial planning
NAB Wealth’s Andrew Hagger takes another step up with the bank to chair JBWere....
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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...