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Financial Planning
Homeowners given preferential treatment: RIR
ELIZA BAVIN  |  FRIDAY, 20 NOV 2020
The Retirement Income Review (RIR) found the treatment of housing in the Age Pension assets test provides more support to homeowners compared to non-home owners.
Household capital remains key: RIR
ELIZA BAVIN  |  FRIDAY, 20 NOV 2020
The Retirement Income Review (RIR) has found home ownership is an important element in an adequate retirement, but not at the expense of all other income generating options.
FPA board member joins new firm
ELIZABETH MCARTHUR  |  THURSDAY, 19 NOV 2020
Financial Planning Association of Australia (FPA) board member Julie Matheson has joined Peloton Partners.
Financial adviser reference checks under scrutiny
ELIZABETH MCARTHUR  |  THURSDAY, 19 NOV 2020
ASIC has released a consultation paper seeking feedback on reference checking protocols for financial advisers and mortgage brokers.
Praemium improves on-boarding
KARREN VERGARA  |  WEDNESDAY, 18 NOV 2020
A new functionality on the Praemium platform is helping financial advisers on-board clients more efficiently.
Old problem needs new solution: Research
ANNABELLE DICKSON  |  WEDNESDAY, 18 NOV 2020
Financial advisers need to adopt a new approach to providing income for retiree clients, according to Allianz Retire+.
ASIC opens consultation on scaled advice
ANNABELLE DICKSON  |  TUESDAY, 17 NOV 2020
The Australian Securities and Investments Commission (ASIC) is calling on financial advisers to provide feedback to its consultation paper on affordable scaled advice.
CountPlus to continue acquisition spree
ANNABELLE DICKSON  |  MONDAY, 16 NOV 2020
The ASX-listed advice and accounting group has confirmed it will continue to carry out its extensive growth strategy with further "tuck-in" acquisitions.
Advice firms need technology to survive: FPA
ANNABELLE DICKSON  |  MONDAY, 16 NOV 2020
The use of technology will be crucial to the sustainability of advice firms, new research shows.
FPA announces new specialist designation
ELIZA BAVIN  |  THURSDAY, 12 NOV 2020
The Financial Planning Association of Australia (FPA) has launched the FPA Aged Care Specialist professional designation.
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