FINANCIAL PLANNING

Superannuation

Industry Super Australia wants the law changed to prevent banks from ‘bundling’ services to lure employers into bank-owned super products....

Life/Risk

The Federal Government is signalling its intention to pursue the removal of State stamp duties on insurance products....

Financial planning

Employers and businesses must attain verification at the source for educational and employment background of advisers for the national register of advisers to be reliable...

Financial planning

Financial planners are being encouraged to show their worth, with new research showing Australia’s 4430,500 millionaires are willing to up their spending on advice....

Financial planning

The fall-out from NAB’s planning issues may be adoption of a recommendation for a compulsory planner reference-checking regime....

Financial planning

The bad news regarding planners will be forgotten with falling numbers indicative of cultural change according to AFA national president Deborah Kent....

Superannuation

SMSF Association chief executive, Andrea Slattery, believes those doing the spruiking need to be regulated....

Financial planning

Serious questions asked about whether NAB appropriately filed breach reports relating to 37 planners with whom it parted company....

Financial planning

Under pressure ASIC chairman, Greg Medcraft, has urged politicians to take action to change financial planning....

Financial planning

More than two years after the initial move, dealer group Futuro has withdrawn from a buy-out deal with AMP Limited....

Financial planning

Australian Unity is aiming to take advantage of opportunities in the advice sector following its purchase of Premium Wealth Management, after posting a $12 million first ...

Financial planning

Mortgage Choice has increased its planner numbers to nearly 40 but has revised down further growth targets claiming it was seeking quality advisers as it moves beyond the...

Financial planning

ASIC has told a Senate committee it has asked NAB for detals of whistleblower complaints including the names of 37 terminated planners....

Financial planning

Risk advisers offer a real value proposition for clients irrespective of how they are remunerated....

Financial planning

Financial services organisations should work together to improve planner standards and consumer confidence, according to Finsia....

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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 ...

5 months ago

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

7 months 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. ...

3 weeks 6 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 week 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. ...

2 weeks 5 days ago