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Financial planning
Westpac has rejected separately labelling institutionally-aligned financial planners, stating FOFA is an appropriate standard for all advisers....
Financial planning
Banking consumers still rate CBA as the leader among the country’s ‘Big Four’ for customer satisfaction, despite negative publicity surrounding the bank’s financial plann...
Financial planning
Planner loyalty to platforms is being tested by fees and the freedom for planners to choose their own platform with two banks continuing to dominate the space...
Top 100
Nearly 50 per cent of financial advisers access PI insurance through one of three insurers with CGU supplying nearly a quarter of planners with PI cover....
Financial planning
Nearly 50 per cent of financial advisers access PI insurance through one of three insurers with CGU supplying nearly a quarter of planners with PI cover....
Editorial
Money Management’s 2014 Top 100 Dealer Group research has revealed an industry which has changed substantially since 2007/08 and might be on the cusp of further change. ...
People & Products
Mercer has appointed three new Australian entity board members, including two new independent non-executive directors....
Top 100
Private wealth and boutique adviser groups have topped the list of planners and clients with high levels of funds under advice according to data gathered in this year’s M...
Financial planning
Private wealth and boutique adviser groups have topped the list of planners and clients with high levels of funds under advice according to data gathered in this year’s M...
Policy & Regulation
Coverage of the Commonwealth Bank planning saga has clients believing the events happened “yesterday”, placing increasing pressure on advisers to justify their value prop...
Editorial
Good inflows into retail investment segments, retirement incomes and superannuation has seen retail and wholesale managed funds FUM/A jump over the 12 months to March. ...
Financial planning
Westpac recruits internally for key agribusiness role. ...
Financial planning
Westpac’s business customers are the most optimistic about the Australian economy of the Big Four, the latest Roy Morgan Research Business Survey reveals....
Financial planning
Falling interest rates has taken the sheen off term deposits, losing 36,000 customers over the last 12 months, in contrast to the SMSF sector....
Life/Risk
Advisers must be extremely diligent about ensuring they fulfill their duty of care, as two recent court cases have shown. David Glen runs through the post-FOFA adviser ch...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...