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FINANCIAL PLANNING
Financial planning
Former Genesys managing director, Tim Steeel, appointed general manger of NAB Financial Planning....
Financial planning
Robo-advice offerings today do not offer any genuine interaction and more work is needed to help create a seamless interface with clients....
Financial planning
It is ‘ludicrous’ to suggest qualifications from professional associations could be seen as ‘degree equivalents’, a financial services training company claims....
Financial planning
More SMSF trustees are seeking inexpensive ‘discounter’ advice online or over-the-phone as they look for low fees and charges, an industry consultant reports. ...
Financial planning
Australian home-owners are shouldering increasing debts as house prices continue to rise, leaving them exposed should the market decline, research reveals....
Financial planning
There will always be an “inherent reluctance” to seek financial advice, and overcoming this barrier is key to engaging everyday Australians, according to Map My Plan....
Financial planning
A fee-for-service structure is easier when holistic financial advice is given, BFG Financial Services managing director believes....
Financial planning
Peer-to-peer investment start-up SelfWealth is preparing to launch two products at the end of this month aimed at addressing “the frustrations” that consumers face in fin...
Financial planning
As the life insurance code of practice is in the works, ASIC’s deputy commissioner believes it should not repeat what the law already requires....
Financial planning
Wealth managers should add insurance to their suite of offerings to target the high net wealth investor market, which otherwise remains largely untapped....
Financial planning
Rules surrounding the Age Pension means test are preventing elderly Australians from accessing equity from their homes, despite many living in “inappropriate housing”, ac...
Financial planning
ClearView has challenged the standing of the FSC to develop a Life Code or APL Standard....
Financial planning
The Australian Institute of Superannuation Trustees has argued the legislation underpinning the LIF is 'relatively feeble' and wants tougher action to eliminate commissio...
Accounting
While a limited licence may seem like a more cost-effective option for accountants, this may not be the case when back office, continuing support and professional indemni...
Financial planning
ASIC is continuing its investigation in BOQ and DDH Graham’s alleged role in the scam orchestrated by then Wickhams Securities chairman, Bradley Sherwin....
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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...