FINANCIAL PLANNING ADVICE
Financial planning
I was pleased to see Robbie Bennett’s call for an industry wide debate on portfolio construction responsibilities. Never one to miss an opportunity to express a view on i...
Superannuation
The topic of self-managed superannuation funds (SMSF) seems to be replacing investment property conversation at more and more baby boomers’ weekend barbecues....
Policy & Regulation
While the FPA is generally happy with the Federal Budget, chief executive Jo-Anne Bloch would like to see financial planning advice fees made tax deductible....
Financial planning
WHK Group continues to position itself as a contender in the financial services industry, with the accounting group announcing the purchase of a 30 per cent stake in Next...
Financial planning
Zurich Financial Services has implemented an upgrade to over 52,000 of its life risk insurance policies, which will be automatically provided to its clients at no additio...
Financial planning
Eight South Australian members of the Association of Independently Owned Financial Planners have been appointed to give financial planning advice to Holden employees retr...
Financial planning
Insurance information website the risk store has launched a training program for life risk advisers and insurers describing the initiative as a first for the insurance in...
Financial planning
CPA Australia has welcomed the Government’s proposals to reduce costs for investors seeking financial advice, but believes it still has not gone far enough....
Financial planning
The corporate regulator is currently seeking orders in the Federal Court of Australia to stop Sample & Partners, a mortgage broking company, from engaging in misleading a...
Financial planning
Bridges has bought the financial planning arm of three Sydney-based credit unions for an undisclosed sum....
Financial planning
Recognising the generally low levels of knowledge about investments and superannuation among Australians, Westpac Financial Planning has launched a team of over 50 invest...
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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...