FINANCIAL PLANNING

Financial planning

ASIC bans former Westpac financial planner after he submitted nine false insurance policy proposals between May and September 2014....

Financial planning

Clients undervaluing financial advice is one of the biggest barriers to planners obtaining the salary they believe they deserve....

Financial planning

A strong Commbank result has been clouded by a profit decline in its Wealth Management business flowing from its advice remediation and compliance costs....

Financial planning

A specialist financial services lawyer has warned that any moves by ASIC to recover the costs of its investigations and prosecutions from those it convicts could end up b...

Financial planning

The planning arm of Bangarra Group - Bennelong Wealth Partners - has signed four veteran Macquarie Private Wealth (MPW) advisers as they open their own practice in Sydney...

Financial planning

Specialist publicly-listed financial services technology firm, GBST, has posted a strong result largely underpinned by its international expansion....

Financial planning

The ABA defended the widening gap between credit card interest rates and the official cash rate, attributing it to increased volatility. ...

People & Products

The Assistant Treasurer, Josh Frydenberg, is expected to further discuss super fund governance when he addresses the Workplace Superannuation Specialists Association conf...

People & Products

Fitzpatricks Private Wealth recruits Perth-based David Barber to establish west coast presence....

People & Products

BT upgrades and extends reach of Key Person Income insurance offering to cover more Australian small to medium-sized businesses....

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People & Products

Findex recruits former ANZ head of origination, corporate bank, Peter Gardiner as Global Head of Business Development....

Financial planning

Centrepoint Alliance is seeking new practices and offering equity stakes to help them exit institutional ownership....

Financial planning

Non aligned advice group MyPlanner signs with Implemented Portfolios and netwealth to boost its objective based advice model with new platform offering....

Policy & Regulation

The Government has signalled its intention to eject the Fair Work Commission from default fund selection and to limit the industrial muscle of unions on superannuation is...

Financial planning

Most financial planners feel they are valued by their employers with few actively looking for an alternative place of work....

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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 1 week 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 1 day 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 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks ago