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Financial planning

21 Feb

AIST claims FOFA changes allow client manipulation

Allowing advisers and clients to 'agree’ on the scope of advice makes way for a variety of manipulation, says AIST....

Accounting

21 Feb

Divisions still evident on accountant licensing

The SPAA conference has highlighted the continuing disagreement on accountants limited licensing. ...

Financial planning

21 Feb

Changes to advice laws could lead to catastrophe: ISA

Watering down financial advice laws could expose consumers and regulators to another Storm Financial-type crisis, ISA says. ...

Financial planning

21 Feb

ASIC claims national advice exam to cost $300

ASIC could roll-out a national adviser competency exam for $300, linking it to a register of licensed advisers. ...

Superannuation

20 Feb

Two-tier approach to longevity for SMSFs

SMSF specialists outline a two-tier approach for SMSFs to address longevity. ...

Funds management

20 Feb

Vertical integration prompts strategy change

Some Australian-based fund managers have been forced to refine their distribution strategies as a result of consolidation in the financial planning sector - something whi...

Funds management

20 Feb

Asia more than just China in equities search

China and Japan not only source for Asian equities, with growth markets of South-East Asia overlooked. ...

Financial planning

20 Feb

Let fundies pay for PD days, says AFA

Adviser education programs are at risk of being severely cut because the way they are funded is seen as conflicted remuneration, says AFA. ...

Financial planning

20 Feb

CFP qualification means client satisfaction: State Super

Hiring certified financial planner (CFP)-qualified financial advisers has led to a less than 1 per cent client attrition rate per annum, State Super Financial Services sa...