PAMELA HANRAHAN

Financial planning

There are mixed views on the proposed decoupling of ‘personal advice’ from the definition of ‘financial service’, according to submissions to the ALRC’s Financial Service...

image
Financial planning

An executive with major consultancy Deloitte has revealed that at least two of the major banks have been scoping out opportunities to return to the financial planning are...

image
Editorial

Recent legislative efforts in both the financial planning and superannuation spheres point to a Government too ready to leave too much policy detail to the regulators....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month 3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 months ago

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

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

2 weeks 2 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

1 week 2 days ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

1 week ago