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FINANCIAL PLANNING
Life/Risk
The Life Insurance Framework and other key issues are on the agenda when key planner groups meet with the new Assistant Treasurer, Kelly O’Dwyer this week....
Financial planning
Digital platforms lacked sophistication to provide future projections of investment mixes and enable consumers to understand investment models....
Life/Risk
The Association of Financial Advisers will tell Assistant Treasurer, Kelly O’Dwyer, the three-year claw-back shifts too much responsibility from insurers to advisers....
Financial planning
Public servants and defence personnel who are members of nine Commonwealth super schemes are getting their advice via Industry Fund Services....
Financial planning
IOOF has sought to defend itself in the face of a class action moves by plaintiff law firm, Maurice Blackburn, claiming the proposed action is misconceived....
Financial planning
Seven out of 10 people who did not seek financial advice only planned their finances for the short-term period of a year....
Financial planning
The Commonwealth Bank has backed the banning of two of its former CFPL advisers and claims credit for identifying the problems and cooperating in the outcome....
Financial planning
Wealth manager Yellow Brick Road has launched a robo-advice modelling tool, which it claims will disrupt financial services by giving consumers more control over “their f...
Financial planning
ASIC’s Wealth Management Project has seen another former Commonwealth Financial Planning Limited adviser banned from providing financial services....
Financial planning
ASIC has announced the banning of another Commonwealth Financial Planning authorised representative, this time for eight years....
Superannuation
New superannuation report makes clear that while advice is central to super, conflicts of interest must be disclosed....
Financial planning
ASIC imposes additional licence conditions on Countplus subsidiary, Total Financial Solutions, after surveillance reveals concerns over conduct of AR....
Financial planning
New research has confirmed that advice is pivotal to superannuation and that funds need to recognise the value delivered by financial planners....
Life/Risk
BT adjusts its superannuation-related life products to accommodate changes to the terminal illness release conditions....
Policy & Regulation
ATO warns that tax breaches in one sector will carry broad consequences, including for SMSFs....
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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...