Green is good for an increasing number of financial planners
Responsible investment has attracted increasing interest from financial planners and this interest is set to increase with the commitment of the Government to the introduction of a carbon tax. This week's online edition of Money Management takes an in-depth look at the factors financial planners need to consider when recommending these products.
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Licensee Centrepoint Alliance has completed the acquisition of Brighter Super’s annual review service advice book, via Financial Advice Matters.
ASIC has launched court proceedings against the responsible entity of three managed investment schemes with around 600 retail investors.
There is a gap in the market for Australian advisers to help individuals with succession planning as the country has been noted by Capital Group for being overly “hands off” around inheritances.
ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager.
