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...

Financial planning

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

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...

Financial planning

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

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....

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 ...

Policy & Regulation

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

Policy & Regulation

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

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...

Awards

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

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...

Financial planning

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

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...

Policy & Regulation

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

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

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 1 week ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

6 days 3 hours ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

2 weeks 1 day ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

2 weeks 5 days ago
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