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Financial planning
Financial advisers believe the industry needs to speak with one voice and over 80% of respondents to a Money Management survey have supported a merger between the Financi...
Expert Analysis
Financial Services Council policy manager – advice, Zach Castles, argues that regulatory pragmatism can help reduce the cost of financial advice....
Outsider
Outsider likes to think of himself as seasoned when it comes to conference reporting. ...
Financial planning
The Australian Labor Party has signalled its continuing suspicion of commission-based remuneration with Shadow Assistant Treasurer, Stephen Jones saying the advice indust...
Financial planning
Advisers need to be confident that a prospective licensee will be around in the future if they are looking for a discounted licensee, according to a panel....
Life/Risk
Fixed term level premiums will give more certainty for clients and will become the norm in the future but there has not been a proper level premium for a fixed term produ...
Financial planning
The corporate regulator’s review on life insurance advice will unlikely be followed by with enforcement action. ...
Financial planning
The Government is looking to help condense and automate some approvals, and consents advisers need for clients to reduce costs and increase the quality of advice, accordi...
Financial planning
The Federal Budget lacks any measures to improve the access of financial advice nor does it have measures to support self-funded retirees, the Association of Financial Ad...
Financial planning
The Federal Budget lacks any measures to improve the access of financial advice nor does it have measures to support self-funded retirees, the Association of Financial Ad...
Financial planning
Sydney University research has suggested that accountants and financial advisers will be beneficiaries of the Government’s move to increase the maximum number of SMSF mem...
Financial planning
The Association of Financial Advisers has welcomed ASIC’s no-action position for fee disclosure statement and opt-in obligations for Victoria’s located advice businesses....
Financial planning
Victorian financial advisers impacted by the COVID-19 lockdowns can rely on a “no action” position on the part of the Australian Securities and Investments Commission wit...
Features
Mike Taylor writes that less than 12 months out from the Australian Securities and Investments Commission’s review of the Life Insurance Framework, the Australian life in...
Financial planning
Faced with at least six weeks of Level 4 lockdown, financial advisers in Melbourne need regulatory relief around opt-in and other key client interactions....
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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...