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Financial planning
A quote in the media by an AMP Financial Planning official that industry funds are “opaque” threatens to reignite a war of words between Industry Funds Services and the d...
Financial planning
MLC-owned financial planning dealer group Godfrey Pembroke has announced it will be moving to a pure fee-for-service model for all of its new clients from October 1, 2006...
Financial planning
Colonial First State has stolen a march with its flagship FirstChoice platform, with the latest Assirt/Wealth Insights Service Level Survey revealing that it is being use...
Financial planning
Boutique dealers will need to have more than 100 advisers to remain profitable, according to a new costs and revenue survey of financial planning dealer groups....
Financial planning
AMP Financial Planning has claimed a lack of demand is the reason for removing industry superannuation funds from its approved list, but Industry Funds Services has impli...
Financial planning
The corporate regulator has urgently sought orders to restrain the sole director of Palentia, a company formerly known as Kebbel, from leaving the country following a tip...
Financial planning
While financial planning software hardly sounds like an area you would expect to find participants slugging it out, that’s exactly what is happening. It’s proving to be a...
Financial planning
Aspiring advisers were brought down to earth last night by industry commentator Ross Greenwood who told those thinking of financial planning as a get-rich-quick scheme to...
Life/Risk
While insurance premiums are in the spotlight because of an attempt to reignite debate over fees charged by superannuation funds, research has found consumers’ propensity...
Financial planning
After last week revealing it would consider settling out of court with clients who lost funds in Westpoint’s failed products, Professional Investment Services has deflect...
Financial planning
The underlying structure of some platform products could impede the broad objective of the FPA’s conflict of interest principles which require advisers to stipulate what ...
Financial planning
Following in the footsteps of the FPA, CPA Australia has encouraged the industry to implement an advice-based fee model as remuneration....
Financial planning
ASIC is currently examining whether further regulation is specifically needed for platforms, although at present it is unclear whether they should be defined as a product...
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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...