FINANCIAL ADVICE

Financial planning

Australia’s growing “class action mentality” and the emergence of litigation funders have created fertile ground for claims against participants in the financial services...

Financial planning

The major planning organisations expect the newly-elected Coalition Government to deliver on the promised changes to FOFA....

Financial planning

The Fold Legal launches three new online learning modules in its Financial Advice Series....

Financial planning

ASIC to keep watching brief for 18 months over Anne Street Partners Financial Services....

Editorial

With Parliament prorogued and the advice reform agenda incomplete, many in the financial services industry are left wondering ‘what now?’, writes Cecilia Storniolo....

Financial planning

Seaview Consulting predicts financial planning practice values will remain in decline with supply outstripping demand....

Funds management

ETFs have moved onto a level playing field with actively managed investment products as a result of the FOFA reforms — but the onus is still on ETFs for people to invest ...

Editorial

Planning acquisitions and platform restructure set scene for future performance....

Financial planning

Following calls by the FPA for industry to work together in raising awareness around the benefits of financial advice, both ASIC and the FOS have given their support to F...

Editorial

Industry Super Network CEO David Whiteley has made an appeal to financial advisers to give FOFA a chance to work before rushing to have the reforms amended. ...

Rate the raters

If a product receives a glowing review by a research house and subsequently fails, should the research house be partly responsible? The Parliamentary Joint Committee rece...

Financial planning

Two businesses specialising in providing support to small licensees said they were experiencing significant growth due to dealer group dissatisfaction and FOFA. ...

Financial planning

The FPA has kicked off its financial planning week, which will allow consumers to get free financial advice from its members....

Financial planning

A major law firm has warned Australian consumers against taking advice from bank financial planners....

Financial planning

An Investment Trends survey conducted two months before FOFA came into effect revealed only 23 per cent of financial planners felt ready....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 3 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 4 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 day 2 hours 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 4 days ago