LONSDALE

Financial planning

This has been a tough week for IOOF given that the financial planning groups operating under its umbrella have topped the list for the highest declines in adviser numbers...

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Life/Risk

As the Australian Securities and Investments Commission kicks off its review of the Life Insurance Framework a new report has defended the value of life/risk commissions....

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Financial planning

Millenium3 chief executive Helen Blackford will lead Lonsdale, Millennium3 and IOOF Alliances, and RI Advice chief executive Peter Ornsby will lead of RI Advice and Consu...

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Financial planning

IOOF appears to have contained the fall-out from an end to grandfathering and threats to life/risk commissions because of its ‘self-employed advice model’....

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Financial planning

The financial planning landscape is facing a tectonic shift as the major banks look to exit their wealth management business, something underlined in Money Management’s l...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks 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. ...

1 week 3 days ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

3 days 11 hours ago

ASIC has issued a warning to financial advisers to ensure they are complying with client consent requirements when entering into ongoing fee arrangements....

1 week 2 days ago