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FINANCIAL PLANNING

Financial planning

Adviser cops life ban for insurance applications in names of non-existent people ...

Financial planning

FPA will reconsider aspects of enshrinement if it fails to become law...

Financial planning

The former Treasury deputy secretary who oversaw much of FOFA, Jim Murphy, has been appointed Rudd’s chief of staff....

Superannuation

With the Future of Financial Advice (FOFA) reforms having come into effect as of 1 July, Tria Investment Partners Andrew Baker says the legislation has failed to address ...

Financial planning

AMP will make it mandatory for nearly 2000 planners to be members of a professional association. ...

Financial planning

The Federal Opposition has urged new Treasurer, Chris Bowen, to revisit the Government’s approach to Trio/Astarra compensation arrangements....

Financial planning

FPA chief executive officer Mark Rantall calls for planners to set industry moral compass....

Financial planning

ASIC raises the bar on platform disclosures amid concern at increased platform use by investors not using a planner....

Financial planning

David Bradbury replaces Bill Shorten in Financial Services portfolio....

Superannuation

Independent planners have been squeezed out of tendering for corporate superannuation - or so it seems for now. ...

Superannuation

AMP Capital has launched a new website aimed at educating SMSF investors on property and infrastructure investments as part of a new campaign targeting this market....

People & Products

Zurich Financial Services has added to its Western Australian life risk distribution team with the appointment of Ryan de Bruin as business development manager....

Financial planning

The legislation to enshrine the term ‘financial planner/adviser’ has failed to make it into the Senate but the FPA has not given up....

Financial planning

Accounting and financial planning business WHK has announced it will change its name to Crowe Horwath Australasia at the end of next month, in a bid to improve the compan...

Policy & Regulation

The Federal Opposition has confirmed it will back any move by new Treasurer, Chris Bowen, to delay the implementation of FOFA....

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MARKET INSIGHTS

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