FINANCIAL PLANNING
Features
Col Fullagar reviews ASIC’s life insurance industry report and finds there are some serious issues in the claims management protocols of potentially all insurers....
Financial planning
The Financial Services Council has declared its members do not believe they should be made to pay for the financial planning mistakes of other businesses....
People & Products
Fiducian has acquired the client-base of a retiring Melbourne planner as it continues to grow planning scale....
Financial planning
The financial services industry needs to place as much emphasis on education on long-term asset accumulation as it does on everyday budgeting and money, CBA believes....
Financial planning
GlobalData has called on wealth managers to establish stronger succession frameworks for the wealth of millionaires....
Superannuation
The financial services industry appears united in urging the Government to ensure next month’s Budget does not further delay increasing the superannuation guarantee to 12...
Financial planning
Financial planners have been urged to dump simplistic advice models and some clients if they want to drive sustainable growth....
Financial planning
Everyone deserves a CFP, according to a new advertising campaign launched by the Financial Planning Association aimed at reaching over 10 million people....
Features
Hope William-Smith looks at how changing family structures and the ageing population have required advisers to upgrade their estate planning expertise and how they are em...
Financial planning
A website has been launched for financial professionals looking to sell their client books, aimed both at buyers and sellers....
Tools & guides
Marcus Evans looks at super changes and what advisers need to know when dealing with SMSFs....
Financial planning
Stephen Sedgwick’s review into retail banking remuneration was limited in its terms of reference, meaning it did not examine areas of financial services that have been ri...
Policy & Regulation
The Future of Financial Advice ban on conflicted remuneration should be expanded to encompass the salaries of bank executives, according to the Finance Sector Union....
Financial planning
MDA providers faced their first deadline of 1 October to comply with the revised MDA services framework but not many had moved on this, The Fold Legal said....
Financial planning
Financial technology company, Moneysoft has entered into a partnership with Mortgage Choice to power its financial planning tool....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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...