BEST INTERESTS

Financial planning

AIST argues APRA should be flexible with respect to non-directors heading up key committees....

image
Editorial

An Australian Crime Commission report into investment scams has underscored the role financial planners have in protecting investors from themselves....

image
Policy & Regulation

The Association of Financial Advisers has urged a uniform 1 July, 2013 FOFA start date as another legal anomaly has been identified....

image
Accounting

It may be as late as mid-2013 before the new accountants' advice regime is up and running....

image
Superannuation

As SMSFs and their various service providers wait to see what consequences may arise from the limited licensing regime currently proposed for accountants, Sharyn Long, ma...

image
Financial planning

Once the dust has settled on the current round of industry reforms, the dealer group as we know it may cease to exist, according to senior financial financial advice figu...

image
Superannuation

The Federal Government has been accused of taking a "backward and capricious step" by altering the tax settings on superannuation in the forthcoming Federal Budget....

image
Policy & Regulation

Independent dealer groups wondering how they will service mass affluent clients under FOFA should consider starting up their own funds management business, says Mercer he...

image
Editorial

Amid the furore over a document purporting to be an agreement between the Financial Planning Association and the Industry Super Network, Money Management's Mike Taylor pu...

image
Superannuation

David Court outlines some common queries that arise out of the new rules for investment in personal use assets....

image
Financial planning

The Coalition has expressed disbelief the FPA may have done a deal with the ISN conceding opt-in in exchange for other concessions including enshrining the term “financia...

image
Superannuation

The ICAA argues that the ATO could help better identify those conducting SMSF audits....

image
Policy & Regulation

Coalition dissents on Parliamentary Joint Committee's FOFA report and argues for the abandoning of financial advice opt-in and for changes to best interests....

image
Policy & Regulation

The Labor Party's leadership struggles could distract the party from addressing issues related to the FOFA reforms, according to Association of Financial Advisers politic...

image
Financial planning

Bryan Ashenden tries to find a resemblance between the changes FOFA will bring to the financial advice industry and Charles Darwin’s Theory of Evolution....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 3 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 6 days ago