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The FPA has denounced efforts in the Senate to disallow amendments to FOFA predicting changes will automatically place advisers in breach of the law....

Policy & Regulation • 19 November 2014

Efforts to pass a motion in the Federal Senate to disallow FOFA amendments have stalled for the time being after the Federal Government blocked a vote on the motion....

Policy & Regulation • 19 November 2014

Investors who buy into Sydney’s CBD office market now can expect solid yields going forward with a surge in demand for space in the city forecast for 2016, according to B...

Life/Risk • 20 November 2014

The median Australian share fund manager was below par from the index return by 0.3 per cent over October, Morningstar Institutional Sector Survey showed....

Funds management • 20 November 2014

AMP SMSF has backed calls for making it compulsory for financial advisers to undertake specific training if they are going to advise on SMSFs....

Financial planning • 20 November 2014

Towers Watson points to key retirement estimate benefits flowing from ASIC guidance....

Superannuation • 20 November 2014

The FPA has urged a facilitative approach from ASIC as planners seek to comply with the Senate imposed FOFA reversal....

Policy & Regulation • 20 November 2014

The Federal Opposition has voted down the amendments to FOFA after protracted debate and procedural wrangling which occupied most of yesterday’s sitting time....

Policy & Regulation • 20 November 2014

Fewer Australians will be able to afford to obtain financial advice following the Senate’s decision to disallow the Government Future of Financial Advice regulations, the...

Policy & Regulation • 20 November 2014

FPA’s outgoing chairman, Matthew Rowe, says the FPA won’t seek to defend the indefensible where bad advice is concerned....

Financial planning • 20 November 2014

AMP Capital farewells Andrew Bird as head of property and elevates Adam Tindall....

Financial planning • 20 November 2014

Managed account specialists warn that grandfathering needs to be viewed as a diminishing resource....

Financial planning • 20 November 2014

Fund manager, Copia Investment Partners, continues to build out its distribution team....

Financial planning • 20 November 2014

Prominent Financial Services director, Christine Swanson recognised with chair of AFA Inspire....

Financial planning • 20 November 2014

Remittance companies seek to counter banks with formation of new representative body....

Financial planning • 20 November 2014

The increasing focus on technical skills from advisers means financial planning firms are forgetting about the soft skills a relationship manager role can bring....

Financial planning • 21 November 2014

ASIC has begun civil proceeding against the founder and former directors of LM Investment Management Ltd alleging the directors failed in their duties to act with diligen...

Financial planning • 21 November 2014

Risk commissions may be a mis-match for best interests duties, with the current product-driven framework incentivising insurance options that could distract advisers from...

Life/Risk • 21 November 2014

The failure to ask open-ended questions or listen to the goals and feedback of clients are among the most frequent errors that cost planners clients, according to advice ...

Financial planning • 21 November 2014

The Minister for Finance and Acting Asistant Treasurer, Senator Mathias Cormann will address a Money Management breakfast traversing key issues....

Life/Risk • 21 November 2014
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 weeks 2 days ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month 1 week ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 2 weeks ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

1 week 2 days ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks 5 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

3 weeks 5 days ago
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