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FINANCIAL PLANNING
Life/Risk
Special counsel at Hall & Wilcox, Ahranee Vijayaseelan has called out the insurance sector on its lack of gender diversity....
Features
Money Management’s 2016 Woman of the Year, Deborah Kent, looks what why it is important for women to believe in themselves and how winning the award changed her outlook o...
Financial planning
The Australian Securities and Investments Commission has confirmed that the pool of advisers at risk of churning life/risk policies is as few as 50 people....
Financial planning
ASIC’s new cost recovery levy could reduce the services licensees offer if they cannot afford to pay multiple levies, according to The Fold Legal....
Financial planning
Perpetual Limited has posted a solid full-year result with plenty of help from Perpetual Private....
Financial planning
Data from finder.com.au showed close to half of the population use just one bank for all financial needs....
Financial planning
‘Living the dream’ is no longer about owning a home and is now attributed to lifestyle choice and financial freedom and independence, according to the FPA....
Financial planning
There is too much focus on the engagement piece rather than compliance when it comes to financial services firms embracing the digital advice path, Decimal believes....
Financial planning
Some miscreant financial planners may have left the planning industry and thus avoided prosecution by the Australian Securities and Investments Commission but face actio...
People & Products
Australian Unity has this week announced the appointment of Adam Kirk to the newly-created role of national manager, retail distribution....
Financial planning
IRESS has reported a 10 per cent increase in its net profit for the first half of the year thanks to its acquisition of Financial Synergy....
Financial planning
Accountants have helped drive a 51 per cent increase in the number of new advisers listed on the Australian Securities and Investments Commission Financial Adviser Regist...
Financial planning
Adviser Intelligence founder and chief executive Jacqui Henderson has called on advisers to be more welcoming of technological advancements to the industry....
Superannuation
The Australian Institute of Superannuation Trustees has backed the government’s proposed reporting regime for unpaid super....
Financial planning
The AFA has seriously questioned the value of ASIC’s oversight of codes of conduct, noting that the FOFA ‘opt-in’ code took years and is the only one in existence....
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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...