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FINANCIAL PLANNING
Financial planning
Planners have rejected mainstream broad cap managers clustered around the benchmark opting for a mix of passive investments and specialist active managers....
Policy & Regulation
ASIC executive claims consumer misunderstandings were exploited for the benefit of financial services providers....
Financial planning
Penalties for financial planners who breach the law are not severe enough, the Australian Securities and Investments Commission believes....
Financial planning
Planning practice acquistions have been boosted by the entrance of more lenders with planners taking advantage of stable prices....
Policy & Regulation
The Minister for Finance, Seantor Mathias Cormann claims vindication on the back of the FOFA findings of the ABC Fact Checking unit....
Financial planning
The Minister for Finance and acting Assistant Treasurer, Senator Mathias Cormann has cautioned against a one size fits all approach to the advice regulatory settings....
Financial planning
The FPA has welcomed ASIC and dealer group support for moves to separate product sales and advice....
Superannuation
ASIC grants relief to super fund’s advisory arm to reduce advisor exposure to personal liability....
Financial planning
New Roy Morgan research suggests Commbank has not been too badly mauled by recent bad publicity around planning....
Funds management
Overseeing $30 billion in funds under advice and leading a team of 10 investment professionals in the highly demanding investment research business before the age of 30 a...
Funds management
The role of a business development manager (BDM) was not even in Greg Bird's thoughts until 2011, when he was approached by Lifeplan Funds Management for the Victoria/Tas...
Financial planning
The FSC claims the cost of providing financial advice has risen 33 per cent post-FOFA and the Government’s amendments will reduce this by a third....
Life/Risk
Best Interest Duty will require risk advisers to examine every life insurance policy held by a client even if not on their approved product list...
People & Products
Phil Kearns to part company as Centric Wealth CEO as of 30 June....
Financial planning
The FPA’s 10-point plan to separate advice from product sales urges that the terms ‘commission’ and ‘general advice’ be removed from the planning industry’s lexicon....
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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...