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Financial planning
New rules that could dramatically cut the paperwork burden for financial planers are a step closer after the Federal Government released regulations that aim to shorten t...
Financial planning
The financial services industry has deep conflicts of interest and structural problems that fund managers and financial planners must seek collective solutions to accordi...
Financial planning
Instances of the mis-selling of superannuation products have prompted Shadow Financial Services Minister Senator Nick Sherry to call for simplification of the super choic...
Financial planning
Following today’s implementation of amendments to the Financial Services Reform Act (FSRA), advisers are no longer bound to issue a Statement of Advice to existing client...
Financial planning
Two former directors of failed Sydney securities dealing company Australian Investors Forum (AIF) have been ordered to pay $3.6 million in compensation to AIF and related...
Financial planning
Tasmanian financial planner Brendan Moore has escaped criminal conviction, despite pleading guilty to not giving four of his clients Statements of Advice after he had hel...
Financial planning
Tasmanian financial planner Brendan Moore has escaped a criminal conviction, despite pleading guilty to not giving four of his clients Statements of Advice after he had h...
Financial planning
AXA and MLC, two of Australia’s largest dealer groups, have made changes to their adviser remuneration policies following the release of the draft of the FPA’s Principles...
Financial planning
Four large industry superannuation funds have been reprimanded by the corporate regulator for not clearly outlining how much insurance cover clients will lose if they lea...
Financial planning
Rising investor interest and media hype surrounding equity release products, exacerbated by the recent collapse of a company spruiked by swimming legend Dawn Fraser, have...
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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...