POWERED BY MOMENTUM MEDIA
OMBUDSMAN
People & Products
The Australian Financial Complaints Authority has made two changes to leadership of its investment and advice and banking and finance departments....
SMSF
SMSFs that fail to lodge annual returns by the due date and have their compliance status changed do not have the right to appeal to the AAT as the SuperFund Lookup websit...
Financial planning
The Australian Financial Complaints Authority has announced it is recruiting for a number of newly-created senior roles....
Financial planning
The Coalition Members’ tribunal recommendation is a political solution to the reputational problems of the Big Four and smaller players will pay the price, the Credit and...
Policy & Regulation
The chief ombudsman, Shane Tregellis, has said the Financial Ombudsman Service is never reluctant to call on the expertise of planners to help in dealing with disputes....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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....