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FINANCIAL PLANNING
Editorial
Was the life insurance industry ever really guilty of “excessive” churn or was churn a means to a politically-motivated end?...
Features
Accountants remain the most trusted advisers for SMSF clients but with licensing take-up remaining low following the accountants' exemption, what will this mean for SMSF ...
People & Products
Infocus has entered into an exclusive referral deal with H&R Block which will see direct accounting referrals....
People & Products
Former Elders Financial Planning practice development coach, Karlee Hoog-Antink, has taken a planner role in regional Queensland....
People & Products
MLC Life has stamped its new identity in light of its partnership with NAB and Nippon Life, with new offices in both Sydney and Melbourne....
People & Products
Futuro Financial Services has appointed Michael Frawley as its national manager of advice....
People & Products
IOOF has appointed technology veteran, Sharam Kemat, as its chief information officer....
People & Products
Zurich has backed its acquisition of Macquarie Life’s risk business by appointing Peter Mitchell as national sales manager, retail risk....
Financial planning
Australians were failing to reach their financial goals due to self-doubt, while there was a link between a lack of financial confidence and financial plan to save and in...
Financial planning
The super balances for divorced mothers were 68 per cent lower than married mothers and divorced fathers had 60 per cent less super than married fathers, according to AMP...
Financial planning
A group has called on ASIC to make its dealings with collapsed Trio Capital and the Astarra Strategic Fund public two years after it terminated its investigation....
Accounting
It may be well into 2017 before ASIC has cleared the backlog of applications from accountants seeking limited licensing....
Financial planning
Financial planning business broker, Paul Tynan suggests the major financial institutions may have misjudged the complexity of delivering financial advice....
Policy & Regulation
The Federal Government is portraying the creation of a mega-ombudsman for the financial services industry as preferable to the lawyer’s picnic which would accompany a Roy...
Financial planning
The Government has signalled its support for the recommendations of the special panel reviewing financial services external dispute resolution for a single body amalgamat...
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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...