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FINANCIAL ADVICE INDUSTRY

Superannuation

ISA hails APRA’s superannuation fund performance reporting proposal as a win for consumers. ...

Financial planning

FOS has identified planner conduct and inappropriate claims handling as possible systemic issues during the December 2013 quarter....

Financial planning

While the financial advice industry remains subject to much surveillance and scrutiny, the regulators are 10 years behind in bringing mortgage brokers to task, some claim...

Editorial

Carolan Ibbotson has been named BDM of the Year as part of Money Management/Super Review’s Women in Financial Services Awards 2013....

Editorial

'Does ASIC have the power and the resources to fulfil its task as corporate watchdog?' is the question the Australian Senate is asking as part of its review of the regula...

Editorial

This may become the Asian century but the wealth management sectors of each Asian country behave differently and have varying products, processes and problems that requir...

Financial planning

AFA claims FOS ground rules provide inherent imbalance against advisers....

Superannuation

Trustworthy advice is one of five policy priorities for Industry Super Australia, formerly known as the Industry Super Network....

ISN is urging financial advisers to recommend industry super funds based on long-term returns....

Financial planning

The role of the ‘platform’ continues to be at the heart of the provision of financial advice to Australians, both young and old....

Financial planning

ASIC chairman attributes regulatory changes impacting planners to failure of industry self-regulation....

Financial planning

When AFA chief Brad Fox asked Roadshow attendees in Sydney to put their hands up if they thought the financial advice industry was a profession, only 5-10 per cent of peo...

Financial planning

The Financial Planning Association (FPA) has criticised the Tax Practitioners Board (TPB) for its lack of understanding of the financial advice industry structure, highli...

Life/Risk

ASIC will spend the next 12 months focusing intensely on churn, according to the senior executive leader of the financial advisers team, Joanna Bird. ...

Financial planning

Just like any other business, financial advice practices need to think about sustainability. Marc Fabris explains how to make sure your business enjoys many happy birthda...

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MARKET INSIGHTS

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

2 weeks ago

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

3 weeks ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

2 weeks 1 day ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

4 weeks ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

2 weeks 5 days ago