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FINANCIAL PLANNING
Financial planning
Fiducian Group will introduce an update to its FORCe Desktop software to help increase efficiency for financial planners....
Financial planning
Over one in five global corporations do not track FX risk management performance, according to a Deloitte survey....
Features
Amid the overwhelmingly negative media coverage of alleged problems within CommInsure’s claims handling procedures, something important was overlooked — a number of major...
Tools & guides
Mike Taylor writes that while much attention has focused on adviser remuneration over the past two years, insurance claims handling has deserved equal scrutiny....
Superannuation
Tender consultants have confirmed that a number of corporate and industry funds are conducting group life tenders at the same time as CommInsure has encountered adverse p...
Financial planning
The Trowbridge and LIF scrutiny directed at life/risk remuneration ought to have been equally directed towards claims handling....
Financial planning
One in three couples insist on keeping separate bank accounts, with more women refusing to merge money, according to a survey....
Financial planning
Paul Barrett’s Italian-funded AZ NGA has acquired Perth-based Wealthwise and aims to reach 12 acquisitions within 12 months....
Financial planning
There was bipartisan support for the Government’s move to provide an additional 30 days for advisers to send fee disclosure statements and opt-in notices to clients....
Financial planning
Assistant Treasurer, Kelly O’Dwyer signals the Government is close to delivering the legislation to underpin adviser education and professional standards....
Accounting
Perpetual Private has entered into a partnership with a law firm aimed at helping accountants navigate the firm’s full licensing offer....
Financial planning
ANZ has undertaken a major shake-up of its wealth business with the announcement of the departure of Joyce Phillips....
People & Products
IOOF appoints former iShares managing director, Mark Oliver, as General Manager, Distribution....
Financial planning
Former general manager of policy, Dante De Gori, has officially commenced his role as chief executive of the FPA, taking over from Mark Rantall....
Editorial
The policy speculation around taxation and superannuation has become chaotic and the Government must bring the process back to order....
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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...