BEST INTERESTS

Financial planning

Financial planners will need to spend a considerable amount of time building new models to help their clients navigate incoming aged care legislation, according to an ins...

Financial planning

The financial services industry’s foray into reality TV is gaining traction, with applications flooding in for its new advice show. ...

Financial planning

Planning profession needs to break with past and move from conflicts of interest....

Superannuation

Trustworthy advice is one of five policy priorities for Industry Super Australia, formerly known as the Industry Super Network....

Financial planning

The Fold Legal launches three new online learning modules in its Financial Advice Series....

Financial planning

Thanks to the best interests duty financial advisers now have a better chance then ever to identify quality licensees, writes Anne Fuchs. ...

Financial planning

The regulator has put forward new proposals to update the record-keeping obligations for those who provide financial advice to retail clients. ...

Financial planning

Two large banks have told the PJC that they do not impose sales targets on their financial planners, but revenue targets and adviser bonus structures are still in place....

Financial planning

There are enough unknowns remaining in FOFA to create uncertainty for planners well into next year....

Financial planning

Grant Holley, the head of law firm Holley Nethercote, suggests planners take a number of steps in the wake of FOFA’s official start....

Financial planning

Newly-formed dealer group Beacon Financial Group has signed on to use OneVue’s Unified Managed Account (UMA) investment platform. ...

Financial planning

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

Financial planning

Equity Trustees elevates contest with Perpetual for Trust into a fight ...

Funds management

Australian Unity Investments (AUI) proposes a merger of its two property funds before one of them reaches termination in June 2014....

Editorial

Legal experts Samantha Hills and Grant Holley dissect the best interests duty and the obligations that come with it....

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 ago

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

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 6 days 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 3 days ago

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

2 weeks 5 days ago