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Financial planning
Non-aligned advisers make up one in every two planners, according to the 2015 Top 100 research conducted by Money Management....
Financial planning
The FPA’s CFP program enrolment rate jumped 200 per cent compared to previous enrolment numbers....
Financial planning
A Melbourne man has pled guilty to conspiring to defraud financial institutions with false home loan documents....
Financial planning
Documents tabled in Parliament reveal NAB saw no commercial case for pursuing the removal of upfront life/risk commissions. ...
Financial planning
Documents used to condemn NAB Wealth’s handling of advisers actually provided proof of how it was moving to upgrade compliance amid the fallout from CBA....
Financial planning
Documents used to condemn NAB Wealth’s handling of advisers actually provided proof of how it was moving to upgrade compliance amid the fallout from CBA....
Editorial
A clear agenda is being prosecuted aimed at forcing the Government to hold a Royal Commission into the Financial Planning industry but do those pursuing the issue have cl...
Financial planning
The fall-out from NAB’s planning issues may be adoption of a recommendation for a compulsory planner reference-checking regime....
Financial planning
Serious questions asked about whether NAB appropriately filed breach reports relating to 37 planners with whom it parted company....
Financial planning
Under pressure ASIC chairman, Greg Medcraft, has urged politicians to take action to change financial planning....
Financial planning
ASIC has told a Senate committee it has asked NAB for detals of whistleblower complaints including the names of 37 terminated planners....
Financial planning
NAB Wealth counters media reports saying that where problems with its planning arm have been identified it has acted and compensated those affected. ...
Financial planning
ASIC has released updated guidelines regarding Enforceable Undertakings (EU) stating it would provide further details as to the level of compliance attained by groups iss...
Financial planning
National Australia Bank has reported a solid first quarter trading result with first quarter cash earnings up six per cent on the prior corresponding period to $1.65 bill...
Financial planning
The big four banks lag behind the smaller ones with a customer satisfaction rate of 67.6 per cent compared to smaller banks’ 72.2 per cent, Roy Morgan research found....
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...