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FINANCIAL PLANNING
Financial planning
Social media doesn’t play a major role in most advisers’ marketing strategies, with the majority still favouring traditional pathways like referral networks, a survey has...
Funds management
The use of SMAs continues to gather momentum, with Macquarie adding them to its Wrap Platform....
Financial planning
A financial planner has backed ASIC’s call to instil financial literacy into the school education system, saying literacy is lacking in adults too....
Financial planning
Financial institutions should be prohibited from providing any form of adviser education to avoid perpetuating current business models which have promoted sales over advi...
Superannuation
The Financial Systems Inquiry has been told that while there are many educational events aimed at the SMSF sector, there exist significant variations in their quality....
Financial planning
Major insurer TAL claims clients care more about price than whether planners are aligned or non-aligned....
Life/Risk
The insurance industry has been allowed to “morph” itself into a financial advice profession blind-sided by hidden agendas, according to accounting firm, Chan and Naylor....
Financial planning
ASIC has confirmed it has tightened its approach on enforceable undertakings in the wake of those applying to Commonwealth Financial Planning and Macaquarie Private Wealt...
Superannuation
People’s Choice Credit Union will develop a self-managed superannuation fund (SMSF) offering and enhance its current superannuation product range in an effort to expand i...
Financial planning
Domacom challenges AMP’s assertions to FSI on virtues of vertical integration claiming there is equal or greater virtue in independence....
Editorial
The major institutions are right to take the lead on lifting educational standards in the financial planning space....
Editorial
While ASIC continues to press for more powers with respect to bank management staff and product design, Mike Taylor writes that the real answer lies in successfully separ...
Financial planning
Improved performances across a range of metrics are giving financial planners reasons to be optimistic according to the latest Investment Trends Planner Business Model Re...
Financial planning
The FPA has stressed the importance of assigning a deadline to new educational standards for the profession in a submission to another parliamentary inquiry. ...
Financial planning
Platform provider HUB24’s acquisition of Paragem has been completed....
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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...