COMMONWEALTH FINANCIAL PLANNING

Financial planning

ASIC has imposed new conditions on the AFSLs of CommFP and Financial Wisdom....

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Editorial

Given a decade of generally bad publicity for the financial planning sector, it is a wonder that planner numbers have not seriously declined....

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Policy & Regulation

New research suggests bank-aligned planning groups might suffer if consumers become fully aware of their parentage....

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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....

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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...

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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...

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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...

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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...

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Policy & Regulation

Macquarie has used its AGM to claim it is on track in meeting the terms of its 2013 Macquarie Private Wealth enforceable undertaking....

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Policy & Regulation

The Australian Prudential Regulation Authority has refused to conede that the Government’s FOFA changes will generate more risk....

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Financial planning

The Commonwealth Bank has moved to lift education standards for planners, supervisors and managers of planners....

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Editorial

Mike Taylor writes that the financial planning industry must lobby the Palmer United Party to defend hard-won FOFA gains. ...

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Editorial

The misdeeds which occurred within Commonwealth Financial Planning have become a stalking horse for those seeking to prevent any amendments to FOFA....

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Financial planning

Former CBA CEO Ralph Norris was aware of some of the problems relating to financial planning advice...

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Financial planning

Former High Court Judge, Ian Callinan, has been named to head CBA's independent compensation review process....

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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago