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ADVICE
Financial planning
A major superannuation group wants amendments which would see advisers empowered to agree the scope of advice with clients upfront....
Financial planning
Plenty of financial advisers provide administrative assistance to clients to help them with their investments but, according to the Australian Securities and Investments ...
Financial planning
The Government has made an 11th hour plea to financial advisers to make submissions to the Australian Securities and Investments Commission on its affordable advice revie...
Financial planning
The barriers to seeking advice are perceived rather than actual and are not reflected in the real-life experiences of individuals who receive advice, according to an IOOF...
Financial planning
An advice regulatory framework is needed to encourage advisers to provide affordable advice, as some professional accountants who provide advice have passed costs to clie...
Financial planning
The volume of regulatory change means it is becoming impossible to do business as a financial planner using old technology and old ways of operation, according to the Fin...
Funds management
Frontier Advisors has dropped the ‘Advisor’ part from its name in a company rebrand as it expands its business beyond financial advice. ...
Financial planning
Superannuation funds identified as having delivered advice which might be detrimental to their members were asked to do no more than put it right and confirm they had don...
Financial planning
Not seeking advice, as well as a reliance on historical returns and a lack of diversification are the major investment mistakes made by millionaires, according to a surve...
SMSF
In the latest FASEA draft guidance, the importance of specialist advice for self-managed superannuation funds has been recognised, according to the SMSF Association....
Financial planning
The cost of providing advice to members is "commercially sensitive” and releasing it would not be in the best interests of members, according to major health industry sup...
Financial planning
Focus on avoiding behavioural mistakes and tax-effective investment are among ways that financial advisers help their clients to boost their portfolios, according to Russ...
Financial planning
The COVID-19 pandemic could act as the catalyst for regulatory pragmatism aimed at lowering the cost of advice, according to the Financial Services Council....
Policy & Regulation
Financial services companies cannot necessarily rely on claims of legal privilege to prevent the Australian Securities and Investments Commission obtaining documents – so...
Financial planning
Superannuation funds need the ability to deliver a wider range of financial advice to members, according to a roundtable....
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...