FINANCIAL PLANNING

Financial planning

AMP Limited has announced an acceleration of its advice remediation program including both employed and aligned advisers and price cuts to its superannuation products....

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Financial planning

IOOF has completed its acquisition of ANZ’s aligned planning dealer groups well ahead of schedule and has accelerated the completion of its Pensions and Investments trans...

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Financial planning

Just one in three customers believe the financial services industry can be trusted, according to the latest Deloitte report. ...

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Accounting

While many accountants have been proactive in restructuring their businesses to ensure they are “relevant and successful” in the future, “a significantly greater number” ...

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Superannuation

Consumer group Choice has called on the Productivity Commission to recommend a total ban on grandfathered commissions....

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Knowledge Centre

When putting together client strategies it is important to keep in mind that past investment decisions may be a good indicator of how clients may behave in the future....

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Financial planning

The latest draft of the Government’s new legislation covering financial product design and distribution rules have confirmed the heavy obligations which will be carried b...

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Financial planning

BT Financial Group has acted on Panorama by cutting platform pricing and simplifying access....

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Financial planning

The Financial Planning Association has repeated its call for a three-year phase-out of grandfathered commissions but has suggested solutions to ensure client benefit....

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Editorial

The Financial Adviser Standards and Ethics Authority has had a less than stellar beginning and owes it to the financial planning industry to pick up its act and deliver a...

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Financial planning

The Financial Planning Association has issued an online questionnaire for members to complete on the Financial Adviser Standards and Ethics Authority’s Financial Adviser ...

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Superannuation

The Association of Financial Advisers warns that even though its life/risk adviser members will be advantaged by new legislation making insurance within superannuation “o...

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Financial planning

The stockbroking, investment and financial advisory firm expects to post a 65 per cent rise in earnings to $14 million after a “good first half” across all divisions....

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Financial planning

Consumers are still voting for brokers over the banks as the provider for lending options, according to Mentor Education Group founder, Mark Sinclair. ...

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Policy & Regulation

Wodonga financial planner Neil John Evans pleads guilty to vote-rigging in the director elections for WAW Credit Union Co-Operative....

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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...

1 month ago

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

1 month 1 week 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. ...

2 weeks 2 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 5 days 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 4 days ago