A financial planning group has had to employ additional staff to comply with FOFA but its principal questions whether the benefits justify the costs....
This year belonged to Macquarie Investment Management at the Fund Manager of the Year Awards, as it notched up six nominations and five wins. Congratulations!...
Planners and accountants will increasingly merge under an advice structure due to business sustainability and client demand, but they must be a cultural fit to succeed. ...
Self-licensed Knight Financial Advisors has partnered with Managed Accounts Holdings to introduce an MDA service, which will see $300 million moved to the service. ...
Accountants are increasingly flooding education providers with questions in the lead up to the accountants’ exemption as well as ASIC’s soft deadline of 1 March....
CommInsure has appointed Deloitte to review past life insurance declined claims, while DLA Piper will examine ethical issues and policy definitions, medical file and reco...
A former director of Genesys’ authorised representative, Vanguard Financial Planning, has pleaded guilty to misusing his position to gain financial advantage for someone ...
ANZ will launch its Grow Wrap after partnering with Macquarie in February, and will pilot a health and wellness pilot to relieve insurance costs for clients. ...
Triple A Super has partnered with Ignition Wealth to provide online, automated administration services and statements of advice for planners and accountants....
Budget changes to superannuation along with legislation limbo until the election could see a rise in advice costs as advisers review client financial plans....
ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....
The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....
A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....
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...