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ADVICE
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In the latest FASEA draft guidance, the importance of specialist advice for self-managed superannuation funds has been recognised, according to the SMSF Association....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....
Financial planning
The Australian Securities and Investments Commission has been asked to provide a formal written explanation of the status of intra-fund advice amid heated questioning by ...
Financial planning
Advice practices willing to invest in technology could be adding up to 20% to their bottom lines, according to a new report from Netwealth....
Financial planning
Private health funds should dump their upcoming October price rises, due to sustained “mega profits” in the industry, Choice says....
Financial planning
The benefits of receiving financial advice have been highlighted in a new report which found while over half of unadvised people worried about money daily or weekly, this...
Financial planning
Is it intra-fund advice or isn’t it? Advisers are asking following QSuper’s change of approach on financial advice....
Financial planning
Nearly 80% of current and prospective retirees failed to get any financial advice during the recent market crash, and one-in-five believe advice is only “for the rich” ac...
Superannuation
Answers delivered to a key Parliamentary Committee have revealed just what superannuation fund members pay for both comprehensive and intra-fund advice....
Financial planning
Another drop in the pass rate for the FASEA exam has shown the industry is going to struggle to give affordable advice to Australians unless it can bring in more talent....
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...