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Financial planning
More than 4000 customers of the CBA's planning businesses have registered for a review of the financial advice they received following the launch of the Open Advice Revie...
Financial planning
A record number of students from different universities put their hand up for a cash prize and a boost to their professional standards at the AMP University Challenge....
Financial planning
Financial planners who act as gatekeepers for clients are working towards their retirement date having missed the next growth area of financial advice....
Financial planning
Bravura Solutions recruits Minter Ellison’s Martin Deda as new CFO....
Financial planning
The Commonwealth Bank has moved to inject plaintiff law firms into its advice review processes....
Financial planning
Almost half of Australians worry they won’t be able to uphold their current way of living due to growing cost pressures, a survey has revealed. ...
Superannuation
A centre-left think tank believes there is no proof that mandating independent directors on not-for-profit superannuation funds would enhance fund performance....
Superannuation
Self-Managed Superannuation Fund service providers with origins in accounting tend to be bigger and more profitable than those that started out as financial planner or ad...
Policy & Regulation
AIOFP has called on the Federal Government to reintroduce an ownership disclosure regime and for the equal prosecution of executives who have overseen poor advice....
Financial planning
Yellow Brick Road moved to acquire non-bank mortgage manager Resi, partly thanks to a recent capital raising arrangement. ...
Financial planning
The Financial Planning Association’s (FPA) response to the Commonwealth Bank financial planning fallout has elicited a scathing retort from the Association of Independent...
Financial planning
Recent policy changes have made preparation – and the role of planners – more critical than ever in the post-retirement space. However, even for planners, it’s not an eas...
Superannuation
Publicly-listed MDS Financal Group moves to acquire Sequoia Financial Group....
Financial planning
The financial services sector is dragging its feet when it comes to online business transactions, the Australian Bureau of Statistics (ABS) said....
Superannuation
Separately managed accounts’ (SMA) centralised reporting function makes them a superior option to managed funds, particularly following the growth of self-managed super f...
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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...