CFPL

Financial planning

The Australian Securities and Investments Commission has confirmed that Commonwealth Financial Planning has cleared its enforceable undertaking obligations regarding fee ...

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Financial planning

Commonwealth Financial Planning has sought an extension of time from the independent expert appointed to oversee the outcome of its enforceable undertaking (EU) over fees...

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Policy & Regulation

The regulator has accepted an enforceable undertaking from Commonwealth Financial Planning and BW Financial Advice for charging fees to customers for advice reviews that ...

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Financial planning

A forensic investigation has identified 17 more CBA planners requiring investigation and possible client compensation....

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Financial planning

ASIC’s Wealth Management Project has seen another former Commonwealth Financial Planning Limited adviser banned from providing financial services....

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MARKET INSIGHTS

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

1 month 3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 months ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

2 weeks 2 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

1 week 2 days ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

1 week ago