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FINANCIAL PLANNING
Superannuation
Industry Super Australia is claiming the interests of the big banks have been put ahead of those of consumers under the ATO’s proposed approach to employee selection of s...
Financial planning
Utilising platform, planner and industry funds distribution channels, Challenger Limited has recorded a 21 per cent increase in full-year profit on the back of record ann...
Life/Risk
The Australian Securities and Investments Commission has confirmed shelf space fees charged by advice licensees to life insurers mostly remain legal, for now....
Financial planning
IRESS has today announced that financial advice and insurance group, ClearView has selected XPLAN Prime as its solution....
Financial planning
Former FPA chief professionalism officer, Deen Sanders has been named as the inaugural head of the Financial Adviser Standards and Ethics Authority....
Life/Risk
Research from Homesafe Solutions showed many Australians over 60 have been encouraged to release the equity in their home to meet their financial needs....
Financial planning
Almost half of all Australians who invested in property intended to keep it for more than a decade, according to Mortgage House....
Financial planning
Many financial advisers are already using better statements of advice than the sample SOA being proposed by the Australian Securities and Investments Commission, accordin...
Financial planning
The Australian Securities and Investments Commission has laid bare the reality that professional indemnity insurance doesn’t adequately protect the interests of consumers...
Financial planning
The financial planning industry is already a profession and it does not need the community to accept it for it to be a profession, according to Fiducian’s Indy Singh. ...
Financial planning
By automating a lot of processes that go into generating SOAs, planners can focus on achieving their client’s personal goals through advice, AdviserLogic believes....
Financial planning
A former NAB financial adviser has appeared in court after ASIC brought two charges against him that he forged financial planning documents....
Financial planning
Delegates to Money Management’s Fintech Platforms and Wraps Conference have nominated restoring trust in financial planners as an industry priority....
Financial planning
The Australian Securities and Investments Commission has placed the platform industry on notice around the new standards of fee transparency it will be enforcing....
Financial planning
The manner in which the Future of Financial Advice changes crimped the revenue streams of the major licensees has been confirmed as helping drive the rise of managed acco...
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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...