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FINANCIAL PLANNING
Financial planning
CBA posts solid quarter but notes impact of advice remediation and regulatory costs....
Financial planning
A St George bank survey reveals only 22 per cent of women have sought professional financial advice, while 54.2 per cent are self taught....
Superannuation
New Mercer analysis supports need for super funds to focus on members’ retirement outcomes rather than just investment returns....
Financial planning
After the official cash rate was cut again on Tuesday AMP Capital has advised retirees to think about their investment strategy goals....
Financial planning
The AFA acknowledges that the approach outlined by the FPA on Trowbridge accords very closely with its own but deadlines remain the issue....
Life/Risk
More announcements expected on move from upfront commissions amid advisers feeling rushed on Trowbridge....
Life/Risk
AFA chief executive, Brad Fox, acknowledges leadership of AMP on life/risk changes but urges continued pursuit of a unified position....
Superannuation
Australians need to pay more attention to their retirement plans, after an international survey revealed 61 per cent of retirees are failing to live out their dreams....
Financial planning
A Victorian financial adviser has avoided jail after pleading guilty to misleading a client into making a $250,000 investment....
Life/Risk
AMP Limited has moved to change remuneration structures around its life insurance offerings ahead of any moves resulting from the Trowbridge recommendations....
Superannuation
ASIC has completed surveillance of intra-fund advice delivered by superannuation funds including whether they’ve extended it to transition to retirement strategies....
Financial planning
New research confirms the standing of financial planners has been eroded by persistent bad publicity....
Superannuation
While some industry super funds have been highly critical of planner remuneration based on asset-based fees, new analysis suggests declining membership and rising costs m...
Financial planning
Australia’s financial planning sector could be wiped out by a tidal wave of innovative technology, if it fails to adapt, a report claims....
Financial planning
ASIC facilitative approach to the FOFA changes will end on 1 July. ...
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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...