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ADVICE
Financial planning
There is some concern in the industry about the language used by ASIC in its consultation papers on the delivery of financial advice....
Editorial
The approach ASIC has signaled it will adopt to scaled advice and the best interests duty is a welcome development for financial planning industry....
Financial planning
John Hewison believes the financial planning industry cannot move much forward until the link between product and advice is broken....
Financial planning
The Australian Securities and Investments Commission has banned an authorised representative of WealthSure from providing financial services for five years....
Financial planning
New research suggests financial planners have once again cut the amount charged for advice in a bid to maintain or increase business profitability....
Policy & Regulation
ASIC signals it will apply the same rules to both scaled and holistic advice....
Financial planning
Most direct investors want advice but they are unclear on adviser's value propositions, CoreData has found....
Superannuation
New report advocates tailoring SMSF advice to generational needs....
Top 100
Consolidation is changing the face of the financial planning dealer group sector before our eyes, while small-to-medium players continue to struggle....
Superannuation
On the back of changes announced as part of the FOFA guidelines, My Adviser has announced the launch of a specialist authority to enable accountants to continue to recomm...
People & Products
In an effort to drive its growth strategy, Guardian Advice has expanded its senior managerial team with the appointments of John Gray, Patrick Casey and Richard Johnson....
Superannuation
Industry experts believe proposed legislation and a new licensing regime will give way to like-for-like cost comparisons between SMSFs, industry and retail superannuation...
Financial planning
Finding a good adviser is 'almost a matter of chance' according to Vanguard head of corporate affairs and market development Robin Bowerman....
Financial planning
Clients respect financial advisers who keep their expectations realistic in the face of market gyrations....
Tools & guides
The option of using a record of advice has been available to financial advisers for a number of years. Samantha Hills clears confusion as to why planners would use one, w...
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MARKET INSIGHTS
Podcast
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...