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Top 100
Nearly 50 per cent of financial advisers access PI insurance through one of three insurers with CGU supplying nearly a quarter of planners with PI cover....
Financial planning
Nearly 50 per cent of financial advisers access PI insurance through one of three insurers with CGU supplying nearly a quarter of planners with PI cover....
Financial planning
ASIC’s enforcement report for the first six months of this year appears to have skirted the issues that made the biggest headlines....
Editorial
Mike Taylor writes that the drive for higher educational standards for financial planners has served to regenerate criticism of those people who were grandfathered into t...
Editorial
Money Management’s 2014 Top 100 Dealer Group research has revealed an industry which has changed substantially since 2007/08 and might be on the cusp of further change. ...
Top 100
Media reports suggesting AMP and the big four banks own 80 per cent of financial planners are incorrect with their actual ‘ownership’ levels of financial planners below 6...
Financial planning
Media reports suggesting AMP and the big four banks own 80 per cent of financial planners are incorrect with their actual ‘ownership’ levels of financial planners below 6...
Financial planning
The Senate inquiry of ASIC into its handling of the Commonwealth Bank is so negative it has tarnished trust in advisers, according to John Brogden....
Financial planning
The Commonwealth Bank has emerged a winner for customer satisfaction despite it being embroiled in scandals and bad publicity....
Top 100
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
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...
Policy & Regulation
The Australian Prudential Regulation Authority has refused to conede that the Government’s FOFA changes will generate more risk....
Policy & Regulation
Coverage of the Commonwealth Bank planning saga has clients believing the events happened “yesterday”, placing increasing pressure on advisers to justify their value prop...
Financial planning
FPA chairman, Matthew Rowe wants planners to be individually registered with ASIC as part of a fully enforceable professional code of conduct....
Financial planning
The Commonwealth Bank has moved to lift education standards for planners, supervisors and managers of planners....
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MARKET INSIGHTS
Podcast
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...