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FINANCIAL PLANNING
Life/Risk
APRA data combines with research from Munich Re to point to badly flawed disability insurance market....
Financial planning
Assuming the Budget's asset test changes pass through the Senate advisers and their clients will have until 2017 to change their strategy, if their account-based pension ...
Life/Risk
The length of time taken to transition to new hybrid remuneration structures remains the last major issue to be resolved resulting from the Trowbridge Report....
Financial planning
Almost half of Australian households would have enough income to last them only three months or less if the main income earner were to lose their job. ...
Financial planning
It seems small businesses are responding to the Federal Budget’s stimulus with spending at a record high in May since 2012....
Superannuation
The States are adding costs to deferred lifetime annuities by imposing ambiguous and uncertain stamp duty rules....
Financial planning
The FPA’s national roadshow on retirement planning and best interest duty attracted almost 3000 registrations, with two shows remaining. ...
People & Products
NAB Wealth has appointed Greg Miller as executive general manager, wealth advice....
Financial planning
AMP executive director of financial planning, Steve Helmich, is to leave the business in September....
Funds management
Errors on white-labelled Macquarie platforms lead to refunds payments to 2300 present and former clients....
People & Products
Former FPA chairman, Matthew Rowe, steps down as managing director of Hood Sweeney to pursue studies....
People & Products
Dealer group Fortnum Financial Group has approved use of Colonial First State’s FirstWrap platform....
People & Products
Aura Group has moved to focus on the post-accountants exemption environment by acquiring a majority stake in AFG....
Superannuation
The Federal Government has been warned against tinkering with the super tax concessions in a way which would undermine the purpose of super....
Financial planning
Financial planners have been told they are to lose the grandfathered remuneration status of super to pension transfers under FirstChoice....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...