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FINANCIAL PLANNING GROUPS
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
Class action cases being taken against financial planning groups are being hailed as “a good thing” by ASIC chair, Greg Medcraft....
Financial planning
A recent successful appeal regarding liability in a long running case involving WealthSure has created clarity around about the potential extent of liability in cases of ...
Financial planning
Measures in the Abbott Government’s inaugural budget have divided financial planning groups, prompting both praise and condemnation. ...
Financial planning
Planners watch events in ICAC and hope they do not impact pace of FOFA changes....
Financial planning
The actions of external dispute resolution entities has served to impact both the cost and availability of professional indemnity insurance. ...
Financial planning
Consumer-dominated submissions reflect lack of confidence in watchdog. ...
Financial planning
Bank-owned planning groups to develop internal channels as poaching season comes to an end....
Editorial
Investment platform HUB24 has reported a $5.8 million loss, which still marks a significant improvement on its 2012 results. ...
Financial planning
Latest research shows up to half of clients using bank-aligned financial planners think their adviser is ‘independent’....
Financial planning
Planners leave amid FOFA pressure and institutional offers....
Financial planning
Ibbotson will expand its presence into the retail financial advisory space as it seeks to sign more financial planning groups to its implemented model portfolios offering...
Financial planning
A lack of consultation around change within dealer groups risks alienating financial planners. ...
Financial planning
Due to conflicts surrounding the link between product and advice, large parents of financial planning groups should use monitoring mechanisms to ensure the advice provide...
Financial planning
Suncorp confirms Vero is applying a ‘selective’ approach to approving directors and officers insurance to planning groups....
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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?...