FINANCIAL PLANNING

Financial planning

ASIC warns that commissions may continue to exist within MIS arrangements despite the FOFA changes....

Financial planning

FPA chairman, Matthew Rowe, has queried the dearth of practicing planners on FSC/AFA insurance working group....

Financial planning

ASIC deputy chairman, Peter Kell, says the regulator will be taking a clsoe look at professional indemnity insurance in coming months....

Editorial

Financial planners gave mixed reactions to reports that a company related to real estate icon, Ray White, would be venturing into the financial planning space but is the ...

Financial planning

Lonsec/SuperRatings data points to value in industry funds more willingly linking with financial planners....

Financial planning

Politicians tasked with raising education and professional standards in the financial advice sector are being urged by the FPA. to “look beyond the noise” of vested inter...

Financial planning

Despite the emergence of robo-advice, most clients still want to meet their financial planner face-to-face, research shows. ...

Financial planning

BT Financial Group has opened the way for clients to not only rate their planners but post comments on how they performed....

Financial planning

The new AFA president said it would not match resources with anti-advice groups but focus on member and consumer engagement....

Financial planning

Banning upfront commissions on insurance products is not the answer to weeding out unscrupulous advisers, according to The Boutique Financial Planning Principals’ Group (...

Financial planning

BTFG moves unilaterally be introducing its own adviser register and providing scope for client feedback and assessment....

Financial planning

Australian Unity chief executive claims some planners are under-estimating the time and costs tied up in self-licensing....

Superannuation

MySuper should be made ‘opt-in’ because it places insurance cover at risk, says CSSA....

Financial planning

A record number of students from different universities put their hand up for a cash prize and a boost to their professional standards at the AMP University Challenge....

Financial planning

Lawyers call for limit to FOS’ monetary jurisdiction which exceeds that of many courts....

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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 5 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 1 day 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 4 days ago