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FINANCIAL PLANNING
Financial planning
Victims of Financial Fraud has called for Greg Medcraft be recalled from overseas to front the Royal Commission, saying that ASIC “pursue[d] family-owned advisory firms t...
Financial planning
The Financial Planning Association has acknowledged that obtaining and then maintaining financial planner code-monitoring status represents a substantial and expensive ch...
Financial planning
New data confirms that the loss of grandfathered commissions hardly compares with the impact of planners losing life/risk commissions....
Financial planning
The prices of cryptocurrencies are driven not by any economic factors but purely by the mood swings of investors, according to the Warwick Business School....
Editorial
A number of the recommendations likely to flow from the Royal Commission will be viewed as unfair but the financial planning industry will need to be pragmatic if it is t...
Expert Analysis
With Elder Abuse becoming increasingly common, Gil Gordon looks at how advisers can assess legal capacity and ensure they are both giving and recording appropriate advice...
Features
Mike Taylor writes that for the major financial planning organisations the future resides in looking beyond the Royal Commission and reaping the benefits which flow from ...
Financial planning
Hot on the heels of the departures of its chief executive, group general counsel, chairperson and three directors, AMP has lost its chief risk officer, advice, with Pally...
Financial planning
The proportion of advisers recommending managed accounts, or intending to, has jumped from 46 per cent to 64 per cent over the last year, according to the latest research...
Financial planning
AMP has been hit with another class action less than a week after announcing that it intends to “vigorously defend” itself against mounting claims, this time by Shine Law...
Financial planning
Advisers are the victims not the villains where trailing commissions are concerned with product manufacturers and licensees much more to blame for today’s problems, accor...
Financial planning
Financial advisers need to engage more with consultation on the Financial Adviser Standards and Ethics Authority’s consultation on a new code of ethics before it is too l...
Financial planning
One in four Australian families say money is a source of conflict at home, with only 17 per cent seeking financial advice, according to research by St George Bank....
Financial planning
The Association of Financial Advisers has defended the retention of grandfathered trail commissions, arguing they don’t equate to ongoing service or fee for no service....
Financial planning
The Australian Securities and Investments Commission has told the Royal Commission that grandfathered trail commissions equate to ongoing fees....
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Podcast
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....