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ADVICE
Financial planning
Two years after emerging out of UBS Wealth Management, Crestone attributes its success to being an advice-only business with an adviser equity model....
Financial planning
The Financial Planning Association said it supports the practical tips that ASIC has provided to planners to improve the quality of the advice they give to clients....
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...
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....
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....
Policy & Regulation
The regulator said it has completed a compliance review and remediation program, and removed additional licence conditions, for Total Financial Solutions Australia....
Expert Analysis
Christchurch-based adviser Sonnie Bailey discusses the differences and difficulties in providing advice to clients across the Tasman....
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...
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....
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...
Financial planning
The Australian Securities and Investments Commission has admitted it has never specifically investigated advice provided by industry superannuation funds....
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...
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....
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...
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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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...