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Financial planning
As part of the ongoing refinements to the Financial Services Reform Act, the Investment and Financial Services Association is calling for the shortening of Product Disclo...
Financial planning
Comparing the benefits of various superannuation funds will be made simpler for advisers following the launch of a research resource from Mercer Investment Consulting....
Financial planning
The Financial Planning Association is to investigate the circumstances surrounding the enforceable undertaking provided by AMP Financial Planning to the Australian Securi...
Financial planning
Between 12 and 15 financial planning groups are to proceed with a class action against Challenger Financial Services Group over the collapse of its Challenger Howard Prop...
Financial planning
Superannuation trustees will enjoy extended interim relief from product disclosure requirements after the Australian Securities and Investments Commission delayed commenc...
Life/Risk
ASIC has extended interim dollar disclosure relief to the issuers of general insurance products to March, next year....
Financial planning
Most superannuation product providers have recently issued deficient product disclosure statements, the corporate regulator has discovered....
Financial planning
Challenger is launching a global infrastructure fund designed for platforms next month....
Financial planning
Portfolio Partners has launched a new Australian sustainability fund and poached Amanda McCluskey from BT to run it....
Financial planning
Following the successful capital raising for Ray White Invest first retail property unit trust, the fund management division of the Ray White estate agency business inten...
Financial planning
Trust Company has outsourced the management of its self-managed accounts business to specialist manager Next Financial....
Financial planning
There has been much discussion about the lack of life insurance being taken out by the Australian public. But this pales into almost insignificance when the focus is on r...
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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...