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FINANCIAL ADVICE
Financial planning
Planners’ uptake on providing advice on insurance is low, leading to adverse impacts on practice revenue derived from risk advice, Investment Trends has found....
Editorial
The Royal Commission has revealed the degree to which key industry players have sought to cling to pre-Future of Financial Advice remuneration structures and how such str...
Financial planning
New research from Roy Morgan shows that almost half the people born before 1946 had purchased wealth management products from a professional adviser, well above the level...
Policy & Regulation
Former financial adviser Ben Jayaweera has appeared in the Brisbane Magistrates Court charged with six counts of fraud involving around $5.9 million....
Financial planning
One in four Australian families say money is a source of conflict at home, with only 17 per cent seeking financial advice, according to research by St George Bank....
Financial planning
The Financial Services Union has shown concern that “systemic and cultural problems” in the big banks have led to poor advice outcomes, following revealing evidence from ...
Financial planning
Superannuation trustee services provider Trustee Partners has acquired Madison Financial Group, as it continues its expansion into the Australian financial services marke...
Policy & Regulation
The securities regulator has banned Mark Menzies from providing advice for four years following an investigation which found he had manipulated the price of 'MINI' warran...
Financial planning
The Consumer Action Law Centre has urged extending the Future of Financial Advice conflicted remuneration rules to the mortgage broking industry....
Tools & guides
Using a less compliance-heavy investment approach, advice businesses can manage higher volumes and compete for clients with a superior service offering, writes Alex Zaika...
Editorial
The financial planning industry’s acceptance of the Financial Adviser Standards and Ethics Authority regime will depend on the success of the authority’s consultative pro...
Expert Analysis
Col Fullagar writes that there may be a way for financial advisers to satisfactorily move their remuneration beyond the confines imposed by the Life Insurance Framework....
Financial planning
The Commonwealth Bank has asserted it is ahead of schedule in reviewing the advice given by five former advisers and in assessing what compensation may be payable....
Financial planning
The Commonwealth Bank has had additional license conditions imposed on Commonwealth Financial Planning and Financial Wisdom and is facing having to compensate the clients...
Editorial
The cost of delivering financial advice has increased dramatically over the past 10 years largely owed to scandals and the belief of politicians that increased regulation...
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MARKET INSIGHTS
Podcast
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...