FINANCIAL PLANNING
Life/Risk
Midwinter enhances its insurance modelling capability within its cloud platform, AdviceOS, in a bid to accelerate the efficiency of life insurance advice generation....
Superannuation
Equip Super will reduce fees and costs for pension members, as it ventures into robo-advice and grows its financial planning business....
Financial planning
ASIC’s Wealth Management Project has claimed its tenth scalp, banning a former NAB authorised representative. ...
Financial planning
XPLAN customisation specialist sees ready market in self-licensed planning sector....
Financial planning
ASIC has issued a discussion paper on the new Life Insurance Framework with a tough analysis of the clawback arrangements....
Financial planning
The Paul Barrett-led AZ NGA dealer group play has signed up RI Toowoomba, bringing the number of firms now under its umbrella to seven....
Financial planning
Former Secuitor practice, Experience Wealth, has gone it alone with an AFSL aimed directly at Gen X and Y clients....
Financial planning
Perpetual will continue to expand its advice services for medical specialists through its acquisition of Fintuition....
Financial planning
A South Australian accountant has been ordered to pay more than $400,000 plus costs after advising a client to invest substantial sums in failed agriculture schemes....
Financial planning
The FPA welcomed former FPA chair, Julie Berry’s appointment to the Tax Practitioners Board, saying she would represent financial advisers....
Superannuation
Fewer than 500 people have super balances over $10 million but they are skewing percpetions of the super regime....
Financial planning
More Australians were sacrificing or delaying life goals in order to be able to buy a home and afford a mortgage, a survey shows....
Financial planning
MDS Financial Group will rebrand as Sequoia Financial Group Limited, after shareholders approved the name change....
Financial planning
Financial planning firm, Health & Finance Integrated, moves under Australian Unity Personal Financial Services umbrella....
People & Products
FIIG Securities looks to educate advisers on fixed income through a dedicated financial adviser channel....
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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...