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

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...

3 months ago

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

4 weeks 1 day ago

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

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