RECORD OF ADVICE

Financial planning

The corporate regulator has released guidance on how advisers should be giving records of advice provided under the temporary COVID-19 relief measure....

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Financial planning

The relief measure allowing advisers to provide a record of advice rather than a statement of advice to clients that needed advice due to the impact of COVID-19 has been ...

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Financial planning

The cost of delivering advice could be reduced for both advisers and superannuation funds if the Australian Securities and Investments Commission delivered a templated re...

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Financial planning

The Financial Services Council is pushing a scaled advice model to help offset the exodus of advisers....

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People & Products

Almost six months after BT Financial Group revamped its pricing structure for BT Panorama, the company has announced that the platform has reached $13 billion in funds un...

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

1 day ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

1 day ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

1 day 1 hour ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 3 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago