PARLIAMENTARY JOINT COMMITTEE

Financial planning

The Ripoll Inquiry has called for increased disclosure of conflicts of interest and advice restrictions faced by advisers - in particular those working under licenses hel...

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Financial planning

The Parliamentary Joint Committee led by Bernie Ripoll has recommended ASIC commence immediate work on the creation of a professional standards board for financial advise...

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Financial planning

The Parliamentary Joint Committee has recommended the Government consider making financial advice tax deductible as part of its response to the Henry Tax Review....

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Financial planning

The Industry Super Network has combined with Choice, ACOSS and the ACTU to place pressure on the Ripoll inquiry just days before it is due to report....

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Editorial

The Investment and Financial Services Association’s (IFSA) sponsorship of research by KPMG and Econotech that defines the value of financial advice was both necessary and...

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Editorial

If one thing has been made clear in our examination of platforms and wraps in Money Management, it is that financial planning operates within a highly commercial and, th...

Financial planning

The Commonwealth Bank has changed its process for notifying clients of margin calls in response to the Storm Financial debacle, despite acknowledging the intermediary mod...

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Financial planning

Boutiques warned to appropriately differentiate themselves or risk a damaging homogenisation of the financial services industry....

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Editorial

It is reassuring that the chairman of the Parliamentary Joint Committee on Corporations and Financial Services, Bernie Ripoll, has indicated that he really does understan...

Financial planning

Leading research house Zenith believes it may have to eventually change its pricing model....

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Financial planning

The spotlight on fees and commissions may soon be transferred from financial planners to product providers as a result of a review of the joint Investment and Financial S...

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Financial planning

Australia Post is running a 'lifestyle survey' that canvasses consumers' use of investment products, including margin loans and reverse mortgages, and then provides leads...

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Editorial

What can be done to stop the rot in financial services? Steve Browning discusses....

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Editorial

One cannot help but ask whether the proposed changes to the margin-lending landscape are being rushed through, writes David MacLeod....

Financial planning

Financial planners have not been spooked by the reportage and speculation flowing from the Ripoll inquiry, but many are acknowledging that it has impacted the valuations ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 1 week ago

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

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 6 days ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks 5 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

5 days 4 hours ago