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FINANCIAL PLANNING
Financial planning
Market uncertainty and declining investor sentiment has created gloom amongst many Australian financial planners....
Financial planning
Industry Super Australia has warned that super fund governance changes carry with them the risk of contagion from importing finance sector norms....
Financial planning
Platform provider netwealth has launched a private label managed account offering with GPS Wealth....
Life/Risk
Financial advisers have been blamed alongside lawyers for pushing the multitude of claims which placed pressure on TPD products within superannuation funds....
Financial planning
Non-aligned advisers make up one in every two planners, according to the 2015 Top 100 research conducted by Money Management....
Financial planning
Robo-advice models in their current form don’t consider existing investments of investors, both inside and outside super, which could lead to negative outcomes....
Financial planning
Macquarie has completed its Enforceable Undertaking with ASIC but its compliance bill has quadrupled to $413 million and is forecast to continue rising....
Financial planning
Robo-advice provider to conduct pilot with salaried advisers within large, non-aligned advice provider Centrepoint Alliance....
Financial planning
The FPA has rejected claims by the AIOFP that its members were not consulted and that institutions shaped its proposal on life insurance commission changes....
Financial planning
Perpetual Private has recruited long-serving ipac securities technical services head, Colin Lewis, as Head of Strategic Advice....
People & Products
Robo advice specialist, Ignition Wealth, has signed an agreement with the Retirement Planning Association of Australasia....
Life/Risk
The Association of Financial Advisers wants lapses which are beyond the control of advisers to be exempted from the three-year claw-back provisions....
Financial planning
New Investment Trends research reveals planners have never enjoyed greater levels of platform choice and are opting to look beyond the dominant BT Wrap, Colonial FirstCho...
Financial planning
A class action against Sandhurst Trustees, related to its oversight of Wickham Securities, will reach the courts with a first hearing date set for late July....
Financial planning
Enrolments into the AFA Fellow Chartered Financial Practitioner designation has hit 500 since late 2013 when the curriculum was relaunched with Kaplan. ...
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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...