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FINANCIAL PLANNING
People & Products
National Australia Bank Financial Planning has today announced two appointments within its leadership team to manage NSW, QLD and the ACT....
Funds management
Managed Accounts Holdings has moved to acquire Linear Financial Holdings in key transaction aimed at delivering scale and growth....
Financial planning
ASIC has permanently banned John Dimitropoulos from financial services in connection with property and SMSF spruiking....
Editorial
Was the life insurance industry ever really guilty of 'excessive' churn or was churn a means to a politically-motivated end? ...
Top 100
Money Management's TOP 100 Financial Planning Groups survey has found financial planner numbers have dropped against the backdrop of increased educational requirements an...
Editorial
University of Wollongong academics Shantha P Yahanpath and Shan P Yahanpath argue that there is a better way for financial planners to approach wealth management....
Tools & guides
Minh Ly looks at modelling strategies to help advisers help clients understand how likely a desired spending level can be sustained during retirement....
Life/Risk
A new whitepaper has outlined an integral role for life/risk advisers in an increasingly digital age with insurers placing them in the online mix....
Financial planning
Commonwealth Bank group executive, Wealth Management, Annabel Spring will exit the business in December....
Policy & Regulation
The Federal Opposition has said it will veto the appointment of former banker, John O’Sullivan, if he is nominated as the new chairman of the Australian Securities and In...
Financial planning
A senior parliamentarian has quizzed the Australian Securities and Investments Commission on whether insurers have simply converted the payment of shelf space fees to ‘tr...
Life/Risk
The ISWG’s draft Life Insurance in Superannuation Code of Practice requires any opt out or cessation arrangements to be straightforward and transparent. ...
Financial planning
The Victims of Financial Fraud has likened the recent bank money laundering investigations to the Trio Capital scheme, arguing admission of weaknesses in the law meant it...
Life/Risk
ASFA has found that while receiving an insurance payout is not a rare event under insurance costs the government more than $1 billion annually....
Financial planning
The Australian Securities and Investments Commission has outlined to a Parliamentary Committee what it thinks life/risk advisers actually earn via the statement of advice...
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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...