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CBA backs ASIC CFPL planner bannings

 
  Oct 08, 2015 
 
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Events

Advisor Choice Risk Awards 2015

Registrations now Open - The Advisor Choice Risk Awards are on again. Don't miss this opportunity to find out first hand who the best players are in the Risk Industry for 2015. Read more

Latest News

Commbank backs ASIC’s CFPL adviser bannings

The Commonwealth Bank has backed the banning of two of its former CFPL advisers and claims credit for identifying the problems and cooperating in the outcome. Read more
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Lawyers invite investors to join IOOF class action

Compensation specialists, Maurice Blackburn Lawyers, are inviting investors to register their interest in joining a class action against IOOF. Read more

Adviser commissions not unsustainable

Life insurers need to innovate, rather than slashing commissions to advisers, if they want create a more sustainable model, an insurance comparison website chief believes. Read more
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Calls for full CGT on family trusts misguided

A superannuation lawyer has decried calls for family trusts to pay full CGT, arguing all loopholes around this have now closed. Read more

YBR unveils robo-advice modelling tool

Wealth manager Yellow Brick Road has launched a robo-advice modelling tool, which it claims will disrupt financial services by giving consumers more control over “their financial future”. Read more
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ASIC bans seventh adviser in WMP crackdown

ASIC’s Wealth Management Project has seen another former Commonwealth Financial Planning Limited adviser banned from providing financial services. Read more

Top 100

Advice needs to be defined before it can be counted

Moves to assess the landscape of financial planning should be lauded but, as Jason Spits writes, there needs to be more clarity as to who should populate that landscape. Read more
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Service providers win adviser loyalty

Service providers are an essential part of the financial planning sector and, as Jason Spits writes, while advisers may recommended diversification in a portfolio they appear to have strong preferences when it comes to choosing business partners. Read more

Expert Analysis

Advice impacts of relationship breakdown

Financial planners play a vital role for clients during a relationship breakdown, and they must join hands with legal and tax advisers, Catherine Chivers writes. Read more
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Funding retirement warrants some investing

Rob Hay looks at how using ASX-listed self-funding instalment warrants could help pre-retirees build a tidy nest egg in a low interest rate environment. Read more
 
 
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