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professionalplanner.com.au
2 小时
ASIC warns on identifying but not acting on underperformance
The regulator has made it clear that advisers and licensees need to maintain evidence persistent underperformance of superannuation choice products is being scrutinised, even if that doesn’t ...
professionalplanner.com.au
1 天
‘Democratic process’ to drive AMP financial planning rebrand
With the transaction of AMP’s advice arm to Entireti completed, AMP Advice and AMP Financial Planning will go with a complete ...
professionalplanner.com.au
1 天
‘Absolutely worrying’ standards across asset consultants: CoreData
Shrouded in mystery, asset consultants have become hugely influential over the allocation of advised capital, but CoreData ...
professionalplanner.com.au
1 天
Beata Kuczynska and Chris Dastoor
Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, ...
professionalplanner.com.au
4 天
‘Industrial scale’: Telemarketer-to-advice pipeline haunting ASIC
The regulator has linked telemarketers using high-pressure sales tactics to refer potential clients to advisers to rollover ...
professionalplanner.com.au
5 天
Practices should get same access to new class of advisers: FAAA
The Financial Advice Association says the new class of adviser should be a “level playing field” whereby advice practices are ...
professionalplanner.com.au
4 天
Take Trump at his word: Foreign Minister Wong
Australian investors and business should not be surprised if and when US president-elect Donald Trump enacts sweeping changes ...
professionalplanner.com.au
4 天
Swan fends off Bragg offensive over Cbus governance
Wayne Swan, former Labor treasurer turned chair of embattled profit-to-member fund Cbus, has staunchly defended the ...
professionalplanner.com.au
6 天
Labor, Coalition make election pitches to advice profession
Shadow Assistant Treasurer Luke Howarth has pledged that cutting red tape in financial advice would be among the “number one ...
professionalplanner.com.au
8 天
Negative media coverage leads to Cbus outflows
Data from ProductRex has highlighted the impact negative media coverage is having on troubled industry fund Cbus which is ...
professionalplanner.com.au
6 天
‘But for’ what? Advisers funding clients’ opportunity costs through CSLR
The Financial Advice Association has called out a glaring issue in the AFCA determination process which allows compensation ...
professionalplanner.com.au
5 天
No need to wait for Canberra for advice process, documentation simplification
There are things advisers can do right now to reduce the size and complexity of Statements of Advice, improve advice and ...
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