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Financial planning
Online rating systems for planners have low levels of penetration and produce inconsistent results that will not assist in building trust in the financial advice sector...
Life/Risk
Cheap group insurance cover has been used by industry funds to partially erode the client base of financial advisers while shoring up their own member base....
Financial planning
Former Astarra Asset Management director Eugene Liu will remain banned from providing financial services after the AAT affirmed ASIC’s original banning order....
Superannuation
There is some confusion and buck passing between trustees and advisers when it comes to compliance responsibility of a SMSF....
Financial planning
The founder and managing director of the SMSFs Professionals Association of Australia (SPAA), Andrea Slattery, has been crowned Money Management and Super Review’s Woman ...
Awards
The founder and managing director of the SMSFs Professionals Association of Australia (SPAA), Andrea Slattery, has been crowned Money Management and Super Review’s Woman ...
Financial planning
Mariner has stated it would not take an active part in proceedings by ASIC against former directors but did not consent to Court orders sought by ASIC or admit to any all...
Financial planning
There is potential for banks to provide products for children, as research finds they have saved more than $650 million....
Awards
Lisa Barber has been named Money Management and Super Review’s financial planner of the year....
Financial planning
Macquarie Wrap adds Triple3 volatility product. ...
Financial planning
Two boutique non-aligned planning firms have joined Countplus subsidiary Total Financial Solutions (TFS) claiming they were attracted by its ‘independent’ culture and und...
Financial planning
CBA is on the verge of losing the top spot for customer satisfaction, months after calls for a Royal Commission into its two of its planning businesses, a snapshot shows....
Financial planning
The FPA has named Neil Kendall as its new chair, along with making changes to its board....
Life/Risk
The corporate regulator is not seeking any changes to PI insurance requirements for advisers stating that ‘tinkering’ would not deal with problems related to claims or di...
Funds management
Former Bennelong Funds Management chief executive Jarrod Brown has begun a new role with diversified investment manager Wingate Group....
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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...