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Financial planning
IOOF yesterday launched its Portfolio Services (IPS) platform, a combination of the group’s discontinued MAX and LifeTrack brands, in response to financial adviser and in...
Financial planning
UBS Global Asset Management has closed its Australian equities book to new institutional mandates, opting to use its remaining funds under management capacity to source m...
Financial planning
The Australian Securities and Investments Commission (ASIC) has permanently banned a New South Wales investment adviser from providing any financial advice after he misap...
Financial planning
Paul Resnik goes in search of some of the answers to the problems currently facing the financial planning profession....
Financial planning
A South Australian financial adviser has been sentenced to over two years jail term after an investigation conducted by the Australian Securities and Investments Commissi...
Superannuation
Good estate planning aims to preserve and transfer your wealth to the next generation as tax effectively as possible. One of the tools that can help clients achieve this ...
Financial planning
The Commonwealth Bank of Australia (CBA) is aiming to increase its financial planner numbers by 200 over the next 18 months and reduce the number of products offered by t...
Financial planning
At a time when advisers are under pressure because of negative returns, Jack Houwing and Mike Fitzpatrick argue that estate planning presents a business development oppor...
Financial planning
More than 80 per cent of do-it-yourself (DIY) super fund investors believe their accountant or financial adviser will be held responsible if their fund breaches super leg...
Financial planning
Consistent performance combined with low volatility enabled Basis Capital to be rated the top InvestorWeb six star fund manager for hedge funds....
Editorial
The financial planning industry in the UK is in a state of flux. Lisa Bowman reports....
Financial planning
Australian Liberal Party Senator John Watson has criticised the financial planning industry, labelling it one of the significant weaknesses in Australia’s superannuation ...
Financial planning
When is gearing okay? When the client understands what they are getting into and agrees it is an acceptable strategy. Paul Resnik reports....
Financial planning
The Australian Securities and Investments Commission (ASIC) has permanently banned former financial adviser David Paul Mudge from acting as a representative of a securiti...
Financial planning
Former Burnie-based insurance agent and financial adviser Joachim Prehn, who had been sentenced to six years jail last year by the Supreme Court of Tasmania, has successf...
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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...