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 ...
Established and well-respected advice firms have little to fear from the Royal Commission, according to a new white paper from ClearView....
Almost all Australians balancing family responsibilities and financial wellbeing believe they’re better off because of financial advice, according to a new Perpetual stud...
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...
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...
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 ...
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...
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 ...
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...
Clime Investment Management has launched further into the planning space with Clime Private Wealth aimed squarely at high net worths....
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...
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...
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....
The Financial Planning Association of Australia has recognised Australia’s top financial planners at its 2018 FPA Awards....
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 ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....