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Financial planning
Positive Wealth Management division outcomes have helped drive the Commonwealth Bank to a $4.8 billion half-year result....
Financial planning
The Commonwealth Bank has emerged with a win as the NSW Supreme Court awards $300,000 in damages to a senior executive who successfully pursued an advice-related defamati...
Financial planning
Commonwealth Bank chairman, David Turner, says the bank has learned its lessons from its financial advice failings....
Financial planning
Non-aligned advisers make up one in every two planners, according to the 2015 Top 100 research conducted by Money Management....
Superannuation
The ISA has renewed claims that planners are extracting commissions of as much as $2.6 billion a year as part of its defence of default super arrangements. ...
Financial planning
The Commonwealth Bank will roll out IRESS to all its planning licensees and advice divisions....
Financial planning
The FPA’s CFP program enrolment rate jumped 200 per cent compared to previous enrolment numbers....
Financial planning
Planners will pay more than $40 each to be recorded on the new ASIC adviser register with initial fees set to cost the planning sector more than $750,000....
Financial planning
A Melbourne man has pled guilty to conspiring to defraud financial institutions with false home loan documents....
Financial planning
Planners urged to do their own due diligence on licensees or risk future reputational damage....
Financial planning
Documents used to condemn NAB Wealth’s handling of advisers actually provided proof of how it was moving to upgrade compliance amid the fallout from CBA....
Financial planning
Documents used to condemn NAB Wealth’s handling of advisers actually provided proof of how it was moving to upgrade compliance amid the fallout from CBA....
Editorial
A clear agenda is being prosecuted aimed at forcing the Government to hold a Royal Commission into the Financial Planning industry but do those pursuing the issue have cl...
Financial planning
ASIC has released updated guidelines regarding Enforceable Undertakings (EU) stating it would provide further details as to the level of compliance attained by groups iss...
Financial planning
With automated investment advice taking off in the United States over the last three to four years, Malavika Santhebennur investigates whether Australia will follow suit,...
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MARKET INSIGHTS
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...