FINANCIAL ADVICE REFORMS

Financial planning

Financial planning practice valuations have returned to three times recurring revenue as weak supply fails to meet demand, according to Forte Asset Solutions director Ste...

Policy & Regulation

A desire among financial advisers to be seen by their clients as having ultimate control over their portfolios is accelerating a drive towards core and satellite strategy...

Financial planning

The average financial planning practice has a lot of room for improvement in major areas such as client communication and succession planning, according to data from fina...

Policy & Regulation

The Future of Financial Advice reforms may have passed through the House of Representatives but there is plenty of unknown detail causing concern to the major association...

Financial planning

Australia's current financial markets' regulatory structure gives it an advantage compared to the byzantine structures in other markets, according to Nick Sherry....

Financial planning

Stephen Bartholomew proposes financial advisers take the Future of Financial Advice reforms into their own hands....

Financial planning

Money Management's new iPad edition is out now, bringing you our best in news, features and commentary, as well as loads of exclusive content....

Editorial

There are a number of options available to accountants wishing to branch out into financial planning. Adam McGruen outlines the pros and cons of each....

Financial planning

Australian Unity Personal Financial Services has taken a majority stake in Certainty Financial, a corporate advisory firm with $500m in funds under advice....

Financial planning

The Financial Planning Standards Board has praised its member organisation, the Financial Planning Association, for its efforts in negotiating some of the key legislative...

Policy & Regulation

While the financial services industry has welcomed the delayed implementation of the FOFA reforms, the eleventh-hour nature of the decision has cost the big institutions ...

Superannuation

Blended families create unique challenges and need a new approach when planning super death benefits, according to two SPAA advisers....

Financial planning

The ownership of financial planners by product manufacturers creates one of the main barriers to improving the quality of advice in Australia, according to ASIC....

Financial planning

ASIC's platforms review has drawn support from a range of stakeholders for proposing providing additional consumer protection via capital adequacy and for placing the spo...

Superannuation

Though the death of SMSFs may have been regularly predicted in years past, modelling within Deloitte's Dynamics of the Australian Superannuation System report, released i...

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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....

1 week 2 days ago

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

2 weeks 4 days 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....

3 weeks 1 day ago
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