Higher standards is the mantra but have planners dragged the chain on lifting them? ...
As the financial planning industry grapples with how to institute new professional and education standards, Jason Spits examines what mind-set and attitudes new entrants ...
The Age Pension should be regarded as a Government backed annuity with inflation linked increases that provides an income floor according to research released by Lonsec I...
A new statutory body should control education and professional standards according to FSC, however it may sideline professional associations seeking self-regulation....
The relationship between licensees, advisers and platforms has been stretched by FOFA leading to planners departing mid-tier financial groups....
The growth of managed accounts will stabilise as the ability to bring new functionality to the sector will shut out new entrants....
Choice has rejected APRA’s criticisms of insurance comparisons websites stating that its arguments are those “typically heard from vested interests that would prefer not ...
Financial planners and accountants will not be able to work with each other if the former seeks ad-hoc relationships and the latter only seeks revenue from any joint... ...
Perpetual will offer its first listed investment company (LIC) in October and will aim to attract investors with a 'two for one’ share option in the newly launched ventur...
A national examination for planners is an inadequate measure and should not be implemented according to CPA Australia....


BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....
ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....
ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...