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FINANCIAL ADVICE REFORMS
Financial planning
Two large banks have told the PJC that they do not impose sales targets on their financial planners, but revenue targets and adviser bonus structures are still in place....
Financial planning
Planners who specialise in SMSF advice derive almost half of their revenue from this advice ...
Financial planning
The concept of trust in financial planning has reached a critical juncture, writes Geoff Rimmer, and only bold measures will restore it. ...
Financial planning
An independent expert will monitor the way PIS gives financial advice for the next nine months to ensure the group meets the standards set out in the Enforceable Undertak...
Financial planning
More than half of advisers in the industry have been approached by one or more dealer group asking them to switch, according to a CoreData survey....
Financial planning
ASIC doubles NTA levels for custodians and IDPS providers ...
Superannuation
AIST and ISN are calling for a clearer definition of the word 'advice’, as the current wording of TASA prohibits industry super funds from providing intra-fund advice. ...
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...
Superannuation
Super funds should be able to provide limited advice on retirement products, according to ASFA’s newly released white paper. ...
Financial planning
Financial planners wishing to keep providing advice in areas such as superannuation after 1 July will have to complete a course approved by the Taxation Practitioners Boa...
Financial planning
ASIC has delayed work on its financial planner training framework while the Future of Financial Advice reforms are being implemented. ...
Editorial
How much can platforms really help? Patrick Jackson questions the ability of platforms to create efficiencies in tackling the wave of regulatory changes coming our way. ...
Financial planning
Industry executives are questioning the wisdom behind suggestions that financial planners should move their clients away from investment platforms....
Financial planning
The major industry bodies have welcomed the introduction of legislation into Parliament that will enshrine the terms ‘financial planner’ and ‘financial adviser’ in law....
Financial planning
Mortgage Choice Financial Planning is trialing a new charging model for its financial planning services, which will involve clients being presented with a pricing menu....
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...