Digital platforms lacked sophistication to provide future projections of investment mixes and enable consumers to understand investment models....

The Association of Financial Advisers will tell Assistant Treasurer, Kelly O’Dwyer, the three-year claw-back shifts too much responsibility from insurers to advisers....

Public servants and defence personnel who are members of nine Commonwealth super schemes are getting their advice via Industry Fund Services....

IOOF has sought to defend itself in the face of a class action moves by plaintiff law firm, Maurice Blackburn, claiming the proposed action is misconceived....

Seven out of 10 people who did not seek financial advice only planned their finances for the short-term period of a year....

The Commonwealth Bank has backed the banning of two of its former CFPL advisers and claims credit for identifying the problems and cooperating in the outcome....

Wealth manager Yellow Brick Road has launched a robo-advice modelling tool, which it claims will disrupt financial services by giving consumers more control over “their f...

ASIC’s Wealth Management Project has seen another former Commonwealth Financial Planning Limited adviser banned from providing financial services....

ASIC has announced the banning of another Commonwealth Financial Planning authorised representative, this time for eight years....

New superannuation report makes clear that while advice is central to super, conflicts of interest must be disclosed....

ASIC imposes additional licence conditions on Countplus subsidiary, Total Financial Solutions, after surveillance reveals concerns over conduct of AR....

New research has confirmed that advice is pivotal to superannuation and that funds need to recognise the value delivered by financial planners....

BT adjusts its superannuation-related life products to accommodate changes to the terminal illness release conditions....

ATO warns that tax breaches in one sector will carry broad consequences, including for SMSFs....