FINANCIAL ADVICE INDUSTRY

Financial planning

Employers and businesses must attain verification at the source for educational and employment background of advisers for the national register of advisers to be reliable...

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Financial planning

The ABA is backing the Federal Government’s recommendation of co-regulation as a solution to FOFA issues....

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Financial planning

The Assistant Treasurer has confirmed he will consult all relevant stakeholders in the advice sector before putting into place any recommendations around adviser standard...

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Financial planning

Assistant Treasurer, Josh Frydenberg has outlined the Government’s agenda for planning including the possibility of a national exam and co-regulation....

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Financial planning

With Baby Boomers closing in on retirement, the financial advice industry needs to shift its focus from accumulation to draw down, according to Lonsec Research....

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Superannuation

Industry funds have been around since the earliest days of superannuation but in recent years have moved into providing advice and banking services bringing them head to ...

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Policy & Regulation

Minister for Finance, Senator Mathias Cormann, declares the Government is still working to agree more “non-contentious” FOFA refinements....

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Policy & Regulation

Labor will support Govt FOFA changes on grandfathering and other key elements....

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Policy & Regulation

Fewer Australians will be able to afford to obtain financial advice following the Senate’s decision to disallow the Government Future of Financial Advice regulations, the...

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Awards

A constant focus on the planner, and not the product, has won Shivani Gopal wide-scoping praise in the financial advice industry. ...

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Financial planning

BDM of the Year 2014: Shivani Gopal, Asteron Life A constant focus on the planner, and not the product, has won Shivani Gopal wide-scoping praise in the financial advice...

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Financial planning

ASIC warns that commissions may continue to exist within MIS arrangements despite the FOFA changes....

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Financial planning

Adviser competency and professional standards would be boosted by the formation of a new adviser-funded body that sets standards for different advice segments, the Financ...

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Policy & Regulation

Plans to disallow significant portions of the Government’s FOFA reforms have been blocked by the Senate....

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Policy & Regulation

Increased Government regulation of the financial services sector will not improve the public’s view of the industry, the Minister for Finance and acting Deputy Treasurer,...

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

7 hours ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

7 hours ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

8 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago