Financial advisers have been encouraged to tackle diversifiable and systematic risk simultaneously to meet the needs of a growing base of retirees seeking advice. ...
ASIC has accepted an enforceable undertaking (EU) from PGW Financial Services....
The Chief Ombudsman has sought to refute claims that FOS is unaccountable and in urgent need of review....
Charter Financial Planning and Dover Financial Advisers have been named Dealer Groups of the Year based on data gathered as part of the Money Management Top 100 Dealer Gr...
The Commonwealth Bank has emerged a winner for customer satisfaction despite it being embroiled in scandals and bad publicity....
Banks’ efforts to capture lending market share has led to a surge in demand for mortgage experts, according to a Hays survey....
Market newcomer, Bombora Advice’s approach to partnering licensees proved irresistible to risk specialists, SME Wealth Protection and RPS Advisory Group....
Financial advisers’ high regulatory burden is the product of a system that wrongly fails to distinguish “high risk” and “low risk” advice, an adviser believes....
Private wealth and boutique adviser groups have topped the list of planners and clients with high levels of funds under advice according to data gathered in this year’s M...
Financial planning practices are keen to grow their client base in the year ahead, but few intend on boosting planner numbers to achieve this, a survey reveals....
Changes to regulatory regimes should not come at extra cost to the financial services sector but from alignment of current regimes....
PIS has completed a monitoring program with ASIC stating the group had made significant improvements in compliance and audit functions...
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...