FINANCIAL PLANNING

Financial planning

The latest report of the Banking Code Compliance Monitoring Committee has revealed that the number of complaints relating to financial advice was barely discernible when ...

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Financial planning

Established and well-respected advice firms have little to fear from the Royal Commission, according to a new white paper from ClearView....

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Financial planning

Almost all Australians balancing family responsibilities and financial wellbeing believe they’re better off because of financial advice, according to a new Perpetual stud...

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Financial planning

The Asia-Pacific region has fuelled the global high net-worth investor population, but investors’ satisfaction with wealth management firms is low, according to new resea...

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Financial planning

AMP Limited acting chief executive, Mike Wilkins has confirmed the firm is facing more fees for no service remediation challenges after discovering new breaches as recent...

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Superannuation

The Royal Commission has heard that the time-table attaching to the AMP superannuation fund boards’ decision to cut MySuper fees by 50 basis points was devised elsewhere ...

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Financial planning

AMP’s chief executive, Michael Wilkins, has told the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry that education has be...

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Financial planning

NAB chief executive, Andrew Thorburn, has defended some fees for no service charged by the bank as a “process issue” rather than dishonesty, as he came under fire at the ...

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Policy & Regulation

Authorised advisers need to make sure they’re on ASIC’s Financial Advisers Register by the end of the year, before new professional standards take effect, or risk being t...

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Financial planning

Clime Investment Management has launched further into the planning space with Clime Private Wealth aimed squarely at high net worths....

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Financial planning

Class has announced a new data feed integration with XPLAN to enable advises, accountants and clients to share a single up-to-date view of wealth in the SMSF and non-supe...

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Financial planning

At the same time as confirming Westpac has lost around half its authorised representatives since 2015 the bank’s chief executive has also confirmed a proposed industry so...

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Financial planning

The Institute of Managed Accounts Professionals has told the Royal Commission that managed accounts should be regarded as a form of advice rather than as a product....

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Financial planning

The Financial Planning Association of Australia has recognised Australia’s top financial planners at its 2018 FPA Awards....

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Financial planning

Technology was a focus of the first day of the FPA’s Professionals Congress yesterday, with the organisation both releasing a fintech buyers guide and a new app to match ...

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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...

4 weeks ago

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

1 month ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month 1 week ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 5 days 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 week 1 day 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...

1 week ago