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Financial planning

02 Apr

Why financial advisers no longer own their clients

Contrary to what some believe, the client owns the client: the client is not owned by the adviser, the dealer group or the broker, as Craig Parker explains. ...

Financial planning

02 Apr

The importance of good leadership in a dealer group

No one would deny that the role of a leader in business is critical. It defines a business’ culture, staff retention, customer satisfaction – and in the end its growth an...

Policy & Regulation

01 Apr

Regulator accused of causing confusion

Opposition parliamentarian Ed Husic has claimed ASIC is 'walking both sides of the street’ in taking a facilitative approach to regulating the implementation of the FOFA ...

Policy & Regulation

01 Apr

Commbank calls for advice tax deductibility

The Commonwealth Bank has called for all financial advice fee payments to be made tax deductible....

Accounting

01 Apr

Accountants defend ATO’s SMSF jurisdiction

The ICAA has defended the ATO’s SMSF jurisdiction while suggesting consumers need to take more responsibility for their advice outcomes....

Policy & Regulation

31 Mar

Whiteley calls for FOFA consensus

ISA chief executive David Whiteley calls for Government’s pause to be used to develop constructive consensus on FOFA....

Superannuation

31 Mar

Most singles aged-pension reliant

Almost 50 per cent of Australians are not on track for a comfortable retirement and will need the aged pension to supplement their savings, research has found....

Financial planning

31 Mar

Vertically integrated dealer groups - weighing up the pluses and minuses

Milana Pokrajac explores the pluses and minuses of vertically integrated dealer groups and the concept of a so-called ‘benign institution’....

Financial planning

31 Mar

Vertically integrated advice vs self-licensing and non-aligned advice

Milana Pokrajac examines the advantages and disadvantages of vertically integrated advice compared to self-licensing and non-aligned advice....

Financial planning

31 Mar

Moving FOFA forward - protecting the interests of consumers and planners

Despite the best intentions, the FOFA reforms constrained quality advice and left little wriggle room for planners wanting to expand their experience, writes Rob Caprioli...