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...

3 weeks 4 days ago

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

1 month ago

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

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 2 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

5 days 9 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

4 days 13 hours ago