Commonwealth Financial Planning: from bad apple to shining star?

ASIC/peter-kell/commonwealth-bank/financial-planning/financial-planning-association/FOFA/commonwealth-financial-planning/financial-planning-industry/storm-financial/global-financial-crisis/australian-securities-and-investments-commission/risk-management/

Read more about:

AUTHOR

Steps to take now that FOFA has started

financial-planning/FOFA/best-interests/

Read more about:

AUTHOR

Restoring trust in financial planning

financial-advice/advisers/ASIC/SMSFs/financial-advisers/FOFA/financial-planning/financial-services-industry/self-managed-superannuation-funds/financial-advice-reforms/global-financial-crisis/future-of-financial-advice/australian-securities-and-investments-commission/business-development-manager/

Read more about:

AUTHOR

Understanding the difference between wholesale and retail clients under FOFA

insurance/SMSFs/FOFA/APRA/trustee/financial-services-reform/future-of-financial-advice/accountants/government/australian-securities-and-investments-commission/life-insurance/director/

Read more about:

AUTHOR

'Sales' should not be a dirty word for advisers

financial-advisers/association-of-financial-advisers/AFA/

Read more about:

AUTHOR

Are you ready for FOFA?

financial-planning/financial-planning-industry/FOFA/peter-kell/financial-planning-firms/ASIC/

Read more about:

AUTHOR

How to avoid becoming a victim of FOFA

dealer-group/FOFA/financial-planning/financial-advisers/financial-advice/industry-funds/government/

Read more about:

AUTHOR

Why the best interest duty is in our best interests

best-interests/future-of-financial-advice/global-financial-crisis/financial-planning-industry/bt-financial-group/financial-advisers/financial-planning/BT/financial-planners/FOFA/roy-morgan/financial-advice/financial-planner/

BT’s Bryan Ashenden explains why the best interest duty is in everyone’s best interests.

Read more about:

AUTHOR

How to boost the value of your practice's data

financial-planning/FOFA/

Read more about:

AUTHOR

CFPs setting a global standard

CFP/financial-planner/ASIC/financial-planning/financial-planning-association/australian-securities-and-investments-commission/chief-executive-officer/

Read more about:

AUTHOR

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 6 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 2 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

4 days ago