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

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 4 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

4 weeks ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

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BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

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