Major research and ratings house Morningstar is urging Challenger to focus on its core by further embedding itself in wealth.
Super funds integral to pension advice – Link
Superannuation funds should be front and centre in providing advice around accessing the Age Pension according to new research.
FPA calls for doubling of CSHC income limit
The Financial Planning Association has backed a doubling of the income threshold for access to the Commonwealth Seniors Health Card.
Bombora relationship with MBS morphs into alliance
Bombora Advice has formed a business to business alliance with newly-licensed former in-house practice, MBS Insurance.
Fiducian Group remains in acquisition mode after reporting record-breaking net inflows and an 11% increase in NPAT.
ASIC bans WA director for six years
ASIC has banned West Australian financial services director, Sharee Hutchinson, for six years due to “lack of professionalism and judgement”.
Barrett’s AZ-NGA makes key para-planning investment
Paul Barrett’s AZ-NGA has made a key investment in para-planning capability through a stake in Virtual Business Partners.
ASIC may be forced by a Treasury review to be far more discerning about who pays for its enforcement activity.
There has been widespread surprise at the level of retail investment in cryptocurrency but the common denominator is an absence of advice.
Headcount reductions in the financial planning and accounting sectors may not be over, with automation looming.
