FINANCIAL ADVICE REFORMS

Financial planning

The Joint Associations Working Group has issued a statement urging the government to fix the Quality of Advice Review legislation to prevent an “unworkable” path forward....

Policy & Regulation

A leading governance body has hit out at “specialist interest groups proposing ad hoc law reform” when it comes to reforms of financial services legislation and believes ...

Editorial

The Federal Court may have found that Emmanuel and Julie Cassimatis breached their duties as directors of Storm Financial but the issues around the Storm collapse are big...

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Financial planning

Tax rules need to be reformed to enable consumers claim for all the costs associated with developing a financial plan, and produce long-term economic benefits, the IPA be...

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Financial planning

Tax rules need to be reformed to enable consumers claim for all the costs associated with developing a financial plan, and produce long-term economic benefits, the IPA be...

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Editorial

As the financial planning industry proceeds further into 2015 it must accept little or no further change to FOFA but a range of new debates and opportunities....

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Financial planning

The political wrangling around financial advice reforms have passed over the heads of most consumers who have yet to be convinced of their relevance according to Adviser ...

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Financial planning

ASIC reports it has refused applications for relief including one from a planner who requested the use of the word ‘independent’ to describe their practice....

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Financial planning

The Government's proposed registry of financial advisers will provide transparency without the costs associated with regulation the Minister for Finance and acting Deputy...

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Financial planning

The financial services sector still lacks regulation that requires advisers to identify when they are providing independent advice and when they are selling products, a l...

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Financial planning

Improved performances across a range of metrics are giving financial planners reasons to be optimistic according to the latest Investment Trends Planner Business Model Re...

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Superannuation

ISA claims it supports non-conflicted financial planning advice and its position on non-conflicted superannuation puts it on the same side of popular opinion...

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Policy & Regulation

Coverage of the Commonwealth Bank planning saga has clients believing the events happened “yesterday”, placing increasing pressure on advisers to justify their value prop...

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Accounting

The results of the FSI’s interim report emphasises the need for tax deductions those who pay for financial advice, the Institute of Public Accountants claims....

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Financial planning

Infighting within the financial services sector could let down a generation of investors, a leading business consultant believes....

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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 day 16 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 day 17 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

2 days 16 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 1 week 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. ...

8 months 3 weeks ago

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

9 months 1 week ago