FINANCIAL PLANNING

Financial planning

Two-thirds of ASX 200 boards say they gravitate towards candidates who are known to board members, hindering efforts to ensure 30 per cent of directors are women. ...

Policy & Regulation

The Turnbull Government will strengthen criminal and civil penalties for corporate and financial misdeeds, following revelations of staggering misconduct in this week’s R...

News

The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services industry has been told BT Financial Planning failed to fully inform Dover Finan...

News

The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry has been told a senior BT planner went unpunished despite giving “poor...

Financial planning

The Australian Securities and Investments Commission has banned a former Suncorp financial services adviser for four years....

Financial planning

AMP Limited has been asked why it left clients on under-performing platforms when cheaper and better-performing options were available....

Financial planning

The Financial Planning Association (FPA) has found that approximately 60 per cent of its members are degree-qualified, compared to 35 per cent industry-wide....

Financial planning

Robo-advice is growing in recognition in Australia, with older Australians providing a key opportunity for robo-advice providers, according to Investment Trends....

Financial planning

Mentor Education has launched an Aged & Disability Care Specialist Adviser designation to meet the challenges posed by growth in Australia’s ageing and disabled populatio...

Financial planning

The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry has been told that regulatory reform to financial planning is a work i...

Financial planning

The Financial Planning Association has announced Sharon Taylor’s appointment as chair of the Financial Planning Education Council, following Mark Brimble’s departure in F...

Financial planning

The Association of Financial Advisers has lashed the Parliamentary Joint Committee report into life insurance arguing it is a rehash which falls short of its objectives....

Financial planning

The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services industry will begin scrutinising financial advice with the major banks and AMP ...

Financial planning

New analysis suggests the Australian Taxation Office’s crack-down on high net worths has created an opportunity for financial planners....

Editorial

The recent release of the Parliamentary Joint Committee on Corporations and Financial Services inquiry report into the Life Insurance industry makes clear that planners h...

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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