FINANCIAL PLANNING

Superannuation

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

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Life/Risk

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

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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...

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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....

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Financial planning

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

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Financial planning

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

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Superannuation

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

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Financial planning

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

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Financial planning

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

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Financial planning

More than two years after the initial move, dealer group Futuro has withdrawn from a buy-out deal with AMP Limited....

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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 ...

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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...

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Financial planning

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

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Financial planning

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

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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?...

3 months 1 week ago

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

3 months 2 weeks ago

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

5 months 2 weeks ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

4 weeks ago

A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...

2 weeks 6 days ago

Prime Minister Anthony Albanese has confirmed who will succeed Stephen Jones to serve as the Assistant Treasurer and Financial Services Minister. ...

2 days 18 hours ago