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Financial advisers who promise to provide ongoing portfolio monitoring services but fail to do so face liability if the client suffers financial loss....
INDUSTRY NEWS
ASIC has cancelled the AFSL of Sydney-based general product advice provider, Etern Wisdom, for breaching both its obligations and its licence conditions. ...
INDUSTRY NEWS
New research from Investment Trends reveals planners are more willing than ever to switch both platforms and planning software in the pursuit of better outcomes....
INDUSTRY NEWS
The FSC has been accused of acting in haste on churn in the Life Insurance Framework, with a group saying it wants ASIC to justify LIF by proving the churn issue after th...
INDUSTRY NEWS
Following on from the appointment of a new non-executive chairman, robo-adviser, Decimal Software, has appointed another new board member....
INDUSTRY NEWS
Marianne Perkovic has been promoted out of her wealth management role to become EGM of Commonwealth Private. ...
INDUSTRY NEWS
ASIC has removed additional conditions it imposed on Macquarie Bank’s AFSL after a review by KPMG found no additional breaches to those the bank had already reported. ...
INDUSTRY NEWS
School-like exams might not be appropriate for all advisers under the new education standards, and the word 'exam' should be removed from the Exposure Draft, the AFA said...
INDUSTRY NEWS
The FPA has detailed the key policy differences between the major and minor political parties and the choices for financial planners are stark....
INDUSTRY NEWS
There was a lack of understanding of general investment concepts such as diversification and risk/return trade-off among Australians, with males more likely to understand...
INDUSTRY NEWS
Advisers were spending 30 hours a week on administration but only nine hours meeting clients face-to-face despite a desire to meet clients more....
INDUSTRY NEWS
ASIC has cancelled the AFS licence of wholesale service provider, Ergo Capital, for failure to comply with a number of its obligations....
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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...