FINANCIAL ADVICE

Financial planning

Matrix dismisses the $11 estimate on financial planner opt-in as ridiculous and cites a figure of $95 per client per year....

Financial planning

BFPPG urges PJC to recognise need to separate product from financial advice by banning volume rebates....

Policy & Regulation

AustralianSuper has urged against any delays to the implementation of FOFA, claiming the financial advice industry has had sufficient time....

Financial planning

ASIC has accepted an enforceable undertaking from a Commonwealth Financial Planning financial adviser that sees him banned from financial services for two years for faili...

Financial planning

BFPPG urges PJC to recognise need to separate product from financial advice by banning volume rebates....

Financial planning

New research reveals growing numbers of financial planners willing to recommend industry super funds, while NAB/MLC emerge as top brand....

Policy & Regulation

The FPA has warned the Parliamentary Joint Committee the FOFA bills, as drafted, will fail to meet the objectives of better and more accessible financial advice....

Policy & Regulation

NAB/MLC have warned that FOFA fee disclosure proposals will add millions to the financial advice process....

Policy & Regulation

The FOFA changes have failed to provide an appropriate model for fees to be charged for services provided on a group basis, significantly disadvantaging those assisting c...

Financial planning

With widespread industry concern surrounding the proposed changes, all eyes remain firmly locked on the progress of the FOFA reforms as we move into 2012 and ever-closer ...

Financial planning

Having completed a rebranding and a strategic repositioning, Guardian Advice enters 2012 with an ambitious plan to expand its financial adviser base over the next three y...

Policy & Regulation

ANZ urges the Government to reconsider its FOFA timetable and an alignment with MySuper....

Financial planning

HUB24, the investment and superannuation platform business of Investorfirst, has added two more dealer groups to its client list....

Financial planning

Many superannuation fund members will not engage in financial advice unless it is paid for from super administration fees....

Financial planning

The provision of scaled and limited financial advice, particularly over the phone, will be a key value proposition in attracting both financial advisers and clients to AN...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 3 weeks ago

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

6 months 3 weeks 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. ...

2 weeks 2 days ago

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

1 week 1 day ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

1 week 2 days ago