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FINANCIAL PLANNING
Funds management
AMP Limited has posted a comparatively modest half-year result reflecting a higher claims experience and volatile investment markets....
Financial planning
The key to attracting SMSF trustees to seek professional advice was by making them better informed through education, the SMSF Association believes. ...
People & Products
VicSuper has sharpened its focus on planning delivery via the creation of a new distribution role responsible for delivering workplace education services to members....
People & Products
OneVue and Proactive Portfolios have delivered a new managed discretionary account offering with a unique structure....
Tools & guides
Jeff Rogers explores goals-based investing for retirees, highlighting that retirees’ goal priorities in terms of their needs, wants and aspirations in retirement determin...
Financial planning
The Commonwealth Bank has established a Customer Advocate function in response to the ABA’s banking industry initiatives package in April. ...
Tools & guides
The superannuation caps proposed in the 2016 Federal Budget emphasise the need for financial planners to review options available to both partners rather than just the in...
Financial planning
The AFA board has rejected a call from within the LICG for an EGM to pass a special resolution imposing limits to the AFA board’s discretionary powers....
People & Products
The Paul Barrett-led AZ NGA has appointed Adrian Ashton as its general manager of financial planning, starting today....
Financial planning
Accountants would increasingly adopt multi-advice models including the delivery of financial planning and SMSF advice as they dealt with increasing cost pressures and cha...
Financial planning
Applications for the 2016 Financial Planning Association of Australia (FPA) Awards have opened and now include the ‘FPA Professional Practice of the Year’ award....
Financial planning
Superannuation ratings house, SuperRatings, has urged the Government to stand firm on the $1.6 million super cap in the face of wealthy vested interests....
Financial planning
IOOF has launched an Advice Academy to be run by Dean Lombardo after a successful two-year pilot....
Financial planning
Vertical integration had become an issue and it was time to rebuild trust in financial services, the FSC Leaders Summit has been told....
Financial planning
Managed Accounts Holdings has taken a minority stake in a Queensland planning business linked to GPS Wealth co-founder and director, Ron McGregor....
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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...