FINANCIAL PLANNING

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Vale announcement

Vale Synchron’s Chris Regenass

Mike Taylor 17 January 2022

Financial planning group Synchron has announced the death of its South Australia, Northern Territory and Tasmania manager, Chris Regenass.

Synchron director, Don Trapnell announced Regenass’s passing to members of the financial services group over the weekend.

Noting the significant contribution Regenass had made to Synchron, Trapnell said that he had…

Short-sighted

Industry funds want greater clarity on general v personal advice

Mike Taylor 17 January 2022

The Government needs to clear up the continuing confusion about the boundary between general and personal advice if it expects superannuation funds to appropriately deliver to their members in line with the Retirement Income Covenant (RIC), according to a key industry funds group.

The Australian Institute of Superannuation Trustees (AIST)…

Filter

Rippling through the system

The shape and texture of the advice industry changed irrevocably

Mike Taylor | 17 January 2022The latest Wealth Data analysis reveals just how irrevocably the shape and texture of financial planning has been changed.
Experience

Is the ‘experience pathway’ simply grandfathering?

Mike Taylor | 17 January 2022Is the Government's proposed 'experience pathway' for financial advisers tantamount to grandfathering?
High costs of business

It’s true. Govt policy has made advice only affordable by the wealthy

Mike Taylor | 14 January 2022The latest data confirms that financial advice is only affordable by the wealthy.
Rising costs

Case made for PI insurers to better support advisers in AFCA

Mike Taylor | 14 January 2022Financial advisers facing claims in the Australian Financial Complaints Authority should be able to enjoin their professional indemnity insurers.
appointment

HLB Mann Judd appoints directors

Yasmine Masi | 14 January 2022Advisory and accounting association, HLB Mann Judd, has announced two director appointments in two of its services divisions.
Voter at the ballot box

Advisers signal intention to punish Govt at ballot box

Mike Taylor | 13 January 2022A Financial Newswire survey has confirmed financial advisers are determined to punish the Government at the election.
Foreign language speakers

How ASIC is using its foreign language speakers

Mike Taylor | 13 January 2022ASIC is using staff who speak foreign languages to track social media miscreants.
capital adequacy

Impose capital adequacy requirements on advice licensees says FSC

Mike Taylor | 12 January 2022Capital adequacy requirements should be imposed on licensees and overseen by ASIC says the FSC.