FINANCIAL PLANNING

Superannuation

Industry Super Australia wants the law changed to prevent banks from ‘bundling’ services to lure employers into bank-owned super products....

Life/Risk

The Federal Government is signalling its intention to pursue the removal of State stamp duties on insurance products....

Financial planning

Employers and businesses must attain verification at the source for educational and employment background of advisers for the national register of advisers to be reliable...

Financial planning

Financial planners are being encouraged to show their worth, with new research showing Australia’s 4430,500 millionaires are willing to up their spending on advice....

Financial planning

The fall-out from NAB’s planning issues may be adoption of a recommendation for a compulsory planner reference-checking regime....

Financial planning

The bad news regarding planners will be forgotten with falling numbers indicative of cultural change according to AFA national president Deborah Kent....

Superannuation

SMSF Association chief executive, Andrea Slattery, believes those doing the spruiking need to be regulated....

Financial planning

Serious questions asked about whether NAB appropriately filed breach reports relating to 37 planners with whom it parted company....

Financial planning

Under pressure ASIC chairman, Greg Medcraft, has urged politicians to take action to change financial planning....

Financial planning

More than two years after the initial move, dealer group Futuro has withdrawn from a buy-out deal with AMP Limited....

Financial planning

Australian Unity is aiming to take advantage of opportunities in the advice sector following its purchase of Premium Wealth Management, after posting a $12 million first ...

Financial planning

Mortgage Choice has increased its planner numbers to nearly 40 but has revised down further growth targets claiming it was seeking quality advisers as it moves beyond the...

Financial planning

ASIC has told a Senate committee it has asked NAB for detals of whistleblower complaints including the names of 37 terminated planners....

Financial planning

Risk advisers offer a real value proposition for clients irrespective of how they are remunerated....

Financial planning

Financial services organisations should work together to improve planner standards and consumer confidence, according to Finsia....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 5 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 5 days ago
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