DISCLOSURE
Financial planning
A new report by Chant West is likely to enflame the ongoing fees debate between industry funds and retail master trusts by accusing some industry funds of not passing on ...
Financial planning
Things are looking up for financial advisers, with fewer reporting difficulties finding new clients, less fee pressure than expected being experienced in the wake of incr...
Financial planning
The launch of the Generic Personal Statement (GPS) for risk advisers and their clients has generated some debate, which I think warrants some commentary....
Financial planning
There can scarcely be a financial planner in Australia who would begrudge Parliamentary Secretary to the Treasurer Chris Pearce his inclusion on Money Management’s list o...
Financial planning
SRI is continuing to gain momentum, with funds under management in ethical investments reaching $7.67 billion, and AMP Financial Planning and Ethical Investment Services ...
Financial planning
In anticipation of an approaching “demand explosion” in the equity release market, Lonsdale Financial Group has created a preferred list for reverse mortgages, with Blues...
Financial planning
Web Abstract long compulsory...
Financial planning
Choice of fund legislation was finally passed this year, and while Senator Helen Coonan championed the cause on behalf of the Government, in the end the deciding vote was...
Financial planning
There is a great deal of focus on the Australian Securities and Investments Commission’s (ASIC) requirements in regards to statements of advice (SOAs). Complying with the...
Financial planning
THERE’S at least one financial planner out there who views the emergence of reverse mortgages as a compliment to financial planners...
Financial planning
Financial planners who give advice to clients without taking a fee would be excused from rigorous disclosure requirements, including having to supply statements of advice...
Superannuation
If there’s a constant in the ongoing industry debate over net benefits to super fund members, it is the regularity with which the key players have asked the Australian Se...
Financial planning
An example SOA has now been published by ASIC, intended to provide guidance to planners on the giving of documented financial advice. So is the regulator up to scratch wh...
Financial planning
What do the Australian Securities and Investments Commission (ASIC) and the Australian Consumers Association (ACA) really want from financial services? What can be left o...
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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...