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...

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....

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...

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’....

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?...

5 months ago

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

5 months ago

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

7 months 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. ...

4 weeks ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 3 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 6 days ago