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Financial planning

Col Fullager puts risk insurance adviser commissions under the microscope....

Financial planning

Speculation grows around possible BOQ, Suncorp banking merger

The Bank of Queensland has for some time been assessing possible merger opportunities, while Suncorp has also been on the market over the past year. A merger of the two g...

Financial planning

Australia and NZ at bottom of class

A Morningstar study of best practice in funds management has produced unflattering marks for Australia and New Zealand....

Financial planning

Shariah compliant mortgage lender MCCA gets AFSL

Mortgage lender Muslim Community Co-operative Australia is now licensed to set up mortgage funds and property trust schemes in accordance with Islamic law....

Financial planning

Phasing out commissions won't solve underlying problem

In his second submission to the parliamentary inquiry into banking and financial services, Queensland financial planner Bruce Baker argues that with or without commission...

Financial planning

Consumer disclosure and protection measures expanded

The Corporations Legislation Amendment Bill will include requirements for all retail debentures and promissory notes to have a trust deed, trustee arrangements and a full...

Life/Risk

The cover that counts

Is insurance really all about product and price, asks CHRIS KIRBY....

Financial planning

Corporate governance a box ticking exercise for ASX 50 firms

Australia's 50 largest publicly-listed corporations are approaching corporate governance reporting as a 'box-ticking' exercise rather than a key factor in their sustainab...

Financial planning

Who owns the margin lending client?

Under the new margin lending regulations, margin lenders will have responsibility for informing clients of margin calls, unless separate arrangements are put in place to ...

Financial planning

Platform fees trim dividends from investors' portfolios

Advisers who forgo using platforms can save clients platform fees charged by providers....

Financial planning

Regulations must distinguish between sales and advice

A Queensland-based financial planner has made a submission to the parliamentary inquiry into financial services and banking practices in which he calls for stricter defin...

Financial planning

Sequal moves to fix break fee disclosure

Partly in response to pressure for changes to the disclosure of fixed rate break fees in equity release/reverse mortgage PDSs, the Senior Australians Equity Release Assoc...

Financial planning

ASIC to review marketing and disclosure practices in term deposit space

Investors into term deposits offered by institutions covered by the Government’s bank guarantee have been urged to remain alert, not alarmed, as the regulator moves...

Financial planning

LM Investments defends decision to extend redemption time frame

LM Investments has extended the redemption time frame on one of its funds....

Financial planning

Super changes will see more information flow to members

The Federal Government has announced new superannuation regulations that will require funds to provide more detailed information on five and 10-year performance to member...