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....
Financial planning
The Productivity Commission chairman, Peter Harris, has claimed the Future of Financial Advice increased market concentration while suggesting planners should be allowed ...
Policy & Regulation
The mortgage broking industry is facing the prospect of a consumer best interest duty as a result of Productivity Commission scrutiny....
Tech
MoneyQuest managing director, Michael Russell has questioned the reliance of financial services companies on big data, algorithms, robo-advice and AI....
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 ...
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...
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
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...