COMMONWEALTH FINANCIAL PLANNING

Financial planning

The Commonwealth Bank has backed the banning of two of its former CFPL advisers and claims credit for identifying the problems and cooperating in the outcome....

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Financial planning

ASIC has announced the banning of another Commonwealth Financial Planning authorised representative, this time for eight years....

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Top 100

Jason Spits writes that both aligned and non-aligned groups are reporting milder changes in their numbers than those seen in the past....

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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...

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Financial planning

Serious questions asked about whether NAB appropriately filed breach reports relating to 37 planners with whom it parted company....

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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...

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Financial planning

Despite a year of controversy and negative publicity the Commonwealth Bank of Australia (CBA) has reclaimed its position as the country’s top bank in the Brand Finance Ba...

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Financial planning

The Commonwealth Bank makes clear that former CommFP clients retain access to its Open Advice Review program irrespective of changing advisers. ...

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Editorial

The financial planning industry was simply outcampaigned on FOFA and must now look to play a longer and more strategic game....

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Editorial

The retirement of Matthew Rowe after two terms as chairman of the FPA represents the closing of a chapter in the organisation’s continuing evolution. ...

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Financial planning

FPA chief executive, Mark Rantall, has expressed disappointment that the ASIC chairman’s comments impacted the entire profession....

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Financial planning

Much as a judge or magistrate has a duty to stay impartial when hearing matters which come before their courts, so too does a Commonwealth regulator....

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Editorial

The Australian Labor Party has now made it clear that FOFA is a totem policy issue and that it will not be relenting in resisting any Government changes. ...

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Financial planning

FPA chief executive, Mark Rantall acknowledges the high price paid by the industry resulting from bad publicity generated by whistleblowers....

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Financial planning

ASIC has appointed KordaMentha Forensic to identify high risk advisers within Commonwealth Financial Planning and Financial Wisdom and to review the licence conditions of...

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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 ago

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

3 weeks 5 days 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. ...

6 days 4 hours 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. ...

1 day 19 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...

23 hours 32 minutes ago