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Financial planning

22 Oct

CBA’s satisfaction lead in jeopardy

CBA is on the verge of losing the top spot for customer satisfaction, months after calls for a Royal Commission into its two of its planning businesses, a snapshot shows....

Financial planning

21 Oct

Confusion, not trust, the major barrier to advice

Australians are avoiding financial advice because of confusion about what a planner actually does, according to a report. ...

Financial planning

20 Oct

van Eyk administrator recommends liquidation

van Eyk’s administrator has recommended winding up the research house, ahead of a meeting tomorrow to determine the company’s fate. ...

Financial planning

17 Oct

Revisit conflicted remuneration, not risk commissions, policymakers told

Instead of targeting commissions for life insurance products, policy reforms should revisit conflicted remuneration, which hasn’t been properly handled by FOFA, Chan & Na...

Financial planning

17 Oct

Aussie planners more adaptable to changing fee structures

Australian planners have successfully rebooted their fee strategies and revenue channels in line with financial sector reforms, comparison shows. ...

Financial planning

16 Oct

Accountants back higher standards for tax advisers

Financial advisers should be required to complete a comprehensive course in Australian taxation law, in line with their accounting counterparts who receive “no free kicks...

Financial planning

16 Oct

Governance structures stifling whistleblowers, FPA says

Drawing out unethical behaviour within the planning industry hinges on frameworks to support whistleblowers, who are largely dispirited under current governance structure...