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Financial planning
The Association of Financial Advisers (AFA) used a meeting last week of the Financial Services Reform (FSR) Implementation Consultative Committee to call for clarificatio...
Financial planning
Truth in advertising may be a contradiction in terms, but that has not stopped the Australian Securities and Investments Commission (ASIC), which last week released a pap...
Financial planning
Disability and trauma claims are still dogging the risk insurance industry, writes JOHN WILKINSON....
Funds management
With an influx of new players into financial planning, NICK BRUINING reckons its time to check the definitions of some well-known industry terms, just to put the newcomer...
Financial planning
Leading investment house Salomon Smith Barney (SSB) has found itself caught up in the Australian Securities and Investment Commission’s (ASIC) ongoing crackdown on disclo...
Financial planning
FINANCIAL Planners could be forced to show in Product Disclosure Statements (PDSs) all the fees and commissions they receive from selling funds management products under ...
Financial planning
IN THE middle of last week, the Australian Securities and Investments Commission (ASIC) released a report which was a review of the disclosure of fees and charges within ...
Financial planning
THE FINANCIAL Planning Association (FPA) in the US has voiced its strong opposition to a US House Committee White Paper that the association says threatens US workers’ ab...
Funds management
A standardised definition for all fees, and their disclosure and purpose listed in one table in the product disclosure statement (PDS) of managed investment products were...
Financial planning
The financial services industry’s preparations for a move to the Financial Services Reform Act (FSRA) regime could be thrown into disarray after crucial new regulations w...
Financial planning
The Financial Planning Association (FPA) has renewed its push for the introduction of member choice in superannuation, calling for a return to greater urgency in the deba...
Financial planning
At the start of last year, solicitor’s mortgages were the topic of much discussion, especially in the halls of the Australian Securities and Investments Commission (ASIC)...
Financial planning
Since February 2001 when the Australian Securities and Investments Commission (ASIC) announced it would conduct a review of solicitor’s mortgages schemes, ASIC has acted ...
Financial planning
THE Australian Securities and Investments Commission (ASIC) will begin a series of campaigns targeting commissions and disclosure in a three-pronged strategy as part of i...
Financial planning
THE number of complaints lodged against planners has risen dramatically over the last year, with inappropriate advice the most common complaint....
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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...