Carmen Watts
News by this author
08 Jun
Long-serving Promina Group chief financial officer Harold Bentley is to retire, and will be replaced by the chief executive of Promina’s subsidiary, Vero Australia, Dunca...
08 Jun
The superannuation industry is embracing financial planning as an integral offering for members, but has strongly rejected a commission-based fee model....
07 Jun
Key elements of the financial services industry, including IFSA, have been negotiating with the Australian Consumers’ Association in a bid to develop a mutually acceptabl...
07 Jun
Challenger Financial Services has extended the range of managers within its Custom Choice Boutique Australian Share Portfolio....
18 Jan
How to value a financial planning practice? Read this article to get better insight into the financial planning business valuation process in Australia....
18 Jan
In the financial planning industry, the road to setting up your own practice is full of pot holes. BEN ABBOTT asked John Kiley how he survived his first year....
18 Jan
So you have a million dollars to invest. Let’s start by making some general assumptions; you own the property you live in, have no outstanding debts, you’re under 50-year...
13 Jan
Peter Kell is the face of the wave of consumerism that has washed over the financial planning industry...
13 Jan
Web Abstract long compulsory...
13 Jan
What do you get when you cross the founder of the Asia-Pacific branch of one of the most successful fund managers in the Australian wholesale investment industry, a profe...
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Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...
1 week 3 days ago
ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...
3 days 11 hours ago
ASIC has issued a warning to financial advisers to ensure they are complying with client consent requirements when entering into ongoing fee arrangements....
1 week 2 days ago
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...