The executive director of the Revenue Group within the Federal Treasury, Rob Heferen, made a very important point to last month’s SPAA conference in Brisbane: any change ...
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. ...
Given a decade of generally bad publicity for the financial planning sector, it is a wonder that planner numbers have not seriously declined....
The financial services regulators have sent a clear message to the life/risk industry about its past mistakes. ...
ASIC must do more than simply identify problems when it publishes its forthcoming report on the life/risk industry. It must identify some solutions....
The major institutions are right to take the lead on lifting educational standards in the financial planning space....
The concerns expressed by FOS on the renaming of “general advice” overlook the importance of creating a clear separation between advice and product sales....
While ASIC is right to pursue more timely breach reporting by financial planning firms it should acknowledge that the vast majority more than live up to their obligations...
Financial planners gave mixed reactions to reports that a company related to real estate icon, Ray White, would be venturing into the financial planning space but is the ...
The reasons for churn in the life/risk arena are long-standing and well-known and insurers need to accept their share of the blame....
Australia’s two key financial services regulators, ASIC and APRA have moved a step closer to concluding their actions around the collapse of Trio/Astarra and, in doing so...
There is more than a little hypocrisy in calls by law firms for people to avoid using bank financial planners, given the reality that the commercial practices pursued by ...
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...