PDS

Financial planning

The Association of Financial Advisers (AFA) used a meeting last week of the Financial Services Reform (FSR) Implementation Consultative Committee to call for clarificatio...

Financial planning

Truth in advertising may be a contradiction in terms, but that has not stopped the Australian Securities and Investments Commission (ASIC), which last week released a pap...

Financial planning

Leading investment house Salomon Smith Barney (SSB) has found itself caught up in the Australian Securities and Investment Commission’s (ASIC) ongoing crackdown on disclo...

Financial planning

FINANCIAL Planners could be forced to show in Product Disclosure Statements (PDSs) all the fees and commissions they receive from selling funds management products under ...

Funds management

A standardised definition for all fees, and their disclosure and purpose listed in one table in the product disclosure statement (PDS) of managed investment products were...

Editorial

The Financial Services Reform Act (FSRA) looks set to result in further compliance and legislative costs to superannuation funds offering member investment choice, warns ...

Funds management

Macquarie Bank has struck a joint venture agreement with ProLogis, a North American commercial property company, to roll out its first listed US property trust on the Aus...

Financial planning

The Financial Services Reform Bill (FSRB) will alter the landscape in which agribusiness has to work. John Wilkinson reports on how the new rules will impact this investm...

Financial planning

In my last article I discussed the role of the financial planner and how the Financial Services Reform Bill (FSRB) does not equate advice with financial planning....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

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

3 months ago

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

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 2 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 6 days ago