MORTGAGE BROKING

Financial planning

The Commonwealth Bank has targeted late 2019 for completing the demerger of its wealth assets after reporting a solid September quarter....

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Financial planning

The Productivity Commission chairman, Peter Harris, has claimed the Future of Financial Advice increased market concentration while suggesting planners should be allowed ...

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Policy & Regulation

The mortgage broking industry is facing the prospect of a consumer best interest duty as a result of Productivity Commission scrutiny....

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Tech

MoneyQuest managing director, Michael Russell has questioned the reliance of financial services companies on big data, algorithms, robo-advice and AI....

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Policy & Regulation

Mortgage brokers don’t spruik products and options the way financial advisers do and should therefore be subject to different regulatory considerations, according to the ...

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Policy & Regulation

The Australian Securities and Investments Commission’s review of the mortgage broking industry suggests it is facing its own FOFA moment, particularly where commissions a...

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Financial planning

Advice clients were demanding integrated advice from their advisers, including mortgage broking or accounting services in addition to financial planning advice....

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MARKET INSIGHTS

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

4 days 4 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 2 days ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

4 weeks 1 day ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 4 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

3 days 2 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

2 days 5 hours ago