FINANCIAL PLANNING

Financial planning

AMP Limited has announced an acceleration of its advice remediation program including both employed and aligned advisers and price cuts to its superannuation products....

Financial planning

IOOF has completed its acquisition of ANZ’s aligned planning dealer groups well ahead of schedule and has accelerated the completion of its Pensions and Investments trans...

Financial planning

Just one in three customers believe the financial services industry can be trusted, according to the latest Deloitte report. ...

Accounting

While many accountants have been proactive in restructuring their businesses to ensure they are “relevant and successful” in the future, “a significantly greater number” ...

Superannuation

Consumer group Choice has called on the Productivity Commission to recommend a total ban on grandfathered commissions....

Knowledge Centre

When putting together client strategies it is important to keep in mind that past investment decisions may be a good indicator of how clients may behave in the future....

Financial planning

The latest draft of the Government’s new legislation covering financial product design and distribution rules have confirmed the heavy obligations which will be carried b...

Financial planning

BT Financial Group has acted on Panorama by cutting platform pricing and simplifying access....

Financial planning

The Financial Planning Association has repeated its call for a three-year phase-out of grandfathered commissions but has suggested solutions to ensure client benefit....

Editorial

The Financial Adviser Standards and Ethics Authority has had a less than stellar beginning and owes it to the financial planning industry to pick up its act and deliver a...

Financial planning

The Financial Planning Association has issued an online questionnaire for members to complete on the Financial Adviser Standards and Ethics Authority’s Financial Adviser ...

Superannuation

The Association of Financial Advisers warns that even though its life/risk adviser members will be advantaged by new legislation making insurance within superannuation “o...

Financial planning

The stockbroking, investment and financial advisory firm expects to post a 65 per cent rise in earnings to $14 million after a “good first half” across all divisions....

Financial planning

Consumers are still voting for brokers over the banks as the provider for lending options, according to Mentor Education Group founder, Mark Sinclair. ...

Policy & Regulation

Wodonga financial planner Neil John Evans pleads guilty to vote-rigging in the director elections for WAW Credit Union Co-Operative....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 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. ...

4 weeks 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 3 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 6 days ago