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FINANCIAL PLANNING
Financial planning
FOS chief obudsman, Shane Tregellis rejects calls for a limit to its monetary jurisdiction and claims those urging a more legalistic approach are ingoring recent changes....
Financial planning
The financial advisers’ register is missing key bits of information, defeating the purpose of the register to make information transparent to consumers....
Financial planning
The recent push by financial services institutions to lift education standards has resulted in women making up a majority of those being trained....
Financial planning
Victims of Financial Fraud group lash Medcraft’s call for tougher penalties, citing regulator’s past failures....
Financial planning
More high net worth individuals are seeking advice and are willing to pay for specialised services with many choosing to work with a single advice provider....
Financial planning
The Government has rejected a Royal Commission into Commonwealth FP claiming the bank’s Open Advice Review Program should be allowed to work....
Financial planning
The Federal Government has set a date for the rollout of its public adviser registry, which licensees will fund via increased lodgement fees up to $44. ...
Financial planning
Two boutique non-aligned planning firms have joined Countplus subsidiary Total Financial Solutions (TFS) claiming they were attracted by its ‘independent’ culture and und...
Funds management
AMP posts strong quarter doubling cashflows over the same period in 2013 and with a solid contribution from its North platform....
Financial planning
The CBA will require its aligned advisers and licensees to hold qualifications in planning-related disciplines as part of its move towards higher education standards. ...
Financial planning
Questions are being raised about whether accountants who access limited licensing arrangements will accept conventional licensee remuneration models....
Life/Risk
Rice Warner says upfront life commissions can be justified where advisers have done the hard yards on initial advice....
Life/Risk
The number of PI insurance providers is likely to grow but planners have been warned that not every service they provide will be covered....
Financial planning
Australians are avoiding financial advice because of confusion about what a planner actually does, according to a report. ...
Financial planning
ASIC has cancelled the licence of Custom Wealth Solutions Dealer Services after the group entered into external administration earlier this year....
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...