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Superannuation
Superannuation funds will need to invest in a significant amount of infrastructure before they are ready to launch a financial advice service to their members, according ...
Editorial
The Government's FOFA legislation will undoubtedly change some of the relationships which exist between planners and their clients but, as Sonnie Bailey writes, underlyin...
Financial planning
Technology is playing an even bigger role in financial planning. New software developments have a good chance of achieving cost and administrative efficiencies ahead of u...
Financial planning
The Australian Securities and Investments Commission (ASIC) believes the liability for scaled online financial advice should fall on a financial planner, but a lack of sp...
Financial planning
ASFA urges better clarity on FOFA legislation to ensure planners are not exposed to vexatious litigation over scaled advice and best interests....
Financial planning
The use of advice technology by industry funds is not something to fear according to a technology provider....
Superannuation
Super funds providing scaled advice to their members may soon be required to play by the same rules as the rest of the financial planning sector, as the corporate regulat...
Editorial
The Industry Super Network has again used research it commissioned from Rice Warner to substantiate its arguments on opt-in but, as Chris Kennedy reports, many of the Ric...
Financial planning
Advisory technology of the kind used by super funds to provide limited advice could help advisers and dealer groups retain and profitably service C and D clients in a fee...
Superannuation
The upcoming FOFA reforms will see the removal of commissions on life risk products in super. Money Management conducted a roundtable discussion with leading industry pla...
Editorial
As superannuation funds seek to move further into the provision of full service financial planning, a recent report prepared for the West Australian Government has raised...
Financial planning
ClearView Wealth has announced its chief executive of wealth management and advice, Alex Hutchison, will shortly depart the group....
Financial planning
The Government's final outline of its Future of Financial Advice proposals has raised as many questions as it has answered, with participants in a <i>Money Management</i>...
Tools & guides
What does ';best interests' advice mean for financial advisers? Pam Roberts reports....
Editorial
While people are generally reluctant to embrace change, the more proficient financial advisers will adjust swiftly to their new landscape following proposed FOFA amendmen...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...