ADVICE

Financial planning

As much as 90 per cent of advice provided in setting up a self-managed superannuation fund was non-compliant, according to a new Australian Securities and Investments Com...

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Financial planning

Financial planners should ensure they are providing good quality advice to avoid ending up in front of the Financial Ombudsman Service (FOS), the Fold Legal has advised....

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Financial planning

BT has booked a 7 per cent rise in half-year cash profit following strong funds under administration growth on the Panorama platform....

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Policy & Regulation

The regulator said it has completed a compliance review and remediation program, and removed additional licence conditions, for Total Financial Solutions Australia....

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Expert Analysis

Christchurch-based adviser Sonnie Bailey discusses the differences and difficulties in providing advice to clients across the Tasman....

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Financial planning

The Financial Planning Association has told the Productivity Commission that product manufacturers should no longer enjoy the licensing exemption which allows them to giv...

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Financial planning

The Productivity Commission has been told that the cost of changing the rules around the provision of ‘general advice’ could run into millions of dollars....

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Financial planning

With many pensioners drawing down the bare minimum, superannuation trustees have been told there is a need for advice to inform retirees what represents a sustainable rat...

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Financial planning

The Australian Securities and Investments Commission has admitted it has never specifically investigated advice provided by industry superannuation funds....

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Financial planning

ASIC has been asked within a Parliamentary Committee hearing whether it will scrutinise financial advice provided by industry funds in the same way it scrutinised that pr...

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Financial planning

The Productivity Commission has agreed the term ‘general advice’ is misleading and should be changed, with advice being regarded as being owned by professional advisers....

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Financial planning

The Financial Planning Association has called for the Australian adoption of a regime which would allow up to $1,000 of super savings to be withdrawn to cover the provisi...

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Financial planning

Investment Trends’ latest research shows that consumers increasingly want financial planners to help them achieve their lifestyle, rather than just financial, goals....

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Policy & Regulation

ASIC has revealed how the planners sitting on it’s the Financial Services and Credit Panel will sit in judgement on their peers and help determine banning orders....

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Financial planning

Paul Barrett’s AZ Next Generation Advisory has added Mornington Peninsula-based Dunsford Financial Planning to its growing stable of financial planning practices....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

4 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

4 weeks 1 day ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

4 weeks 1 day ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

2 weeks ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

4 weeks ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks 1 day ago