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FINANCIAL PLANNING
Financial planning
The Commonwealth Bank has appointed AMP's Hugh Humphrey as its new Bank Financial Planning General Manager. ...
Financial planning
The Commonwealth Bank has emerged with a win as the NSW Supreme Court awards $300,000 in damages to a senior executive who successfully pursued an advice-related defamati...
Financial planning
YBR founder, Mark Bouris, claims the unmet demand for advice won’t be achieved via the traditional, holistic advice model....
Financial planning
Calls for the AFA and FPA to unite to form a single representative voice for financial advisers, is unlikely to result in a marriage between the two groups....
Financial planning
ING Direct will adopt an advice referral model used by industry fund, Cbus, in partnership with the FPA....
Financial planning
Australian advisers need to get ahead of regulations and legislation to avoid having to deal with significant change, the FPA believes....
Financial planning
New Investment Trends research confirms that financial advice still costs more than most consumers are willing to pay....
Financial planning
Most Australian consumers do not know who to trust in the financial planning profession and prefer to get their advice from family and friends....
People & Products
NAB Asset Management uses new resource to provide focus on raising awareness about the increasing use of separately managed accounts....
People & Products
A new human resources product has been designed to meet needs of financial planning practices....
Life/Risk
New data suggests insurers are tightening their guidelines, making it harder to get life, income protection and TPD....
Financial planning
Wealth management group, Standford Brown, has acquired Ian MacRitchie’s IMR Financial Advisors....
Financial planning
Bombora Advice has appointed Kevin Martin as chairman, who will begin his role in January next year....
Financial planning
Financial services specialist, Fiducian Group, has announced a series of enhancements to its online offering in a bid to help support Australian financial planners....
Financial planning
Suncorp Life announced it will exit from its Guardian Advice and Suncorp Financial Planning businesses mid-2016, affecting the jobs of around 170 advisers....
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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...