FINANCIAL ADVICE
Policy & Regulation
Planners receiving remuneration based on clients’ gearing instalments may have to adjust pre-FOFA....
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...
Policy & Regulation
Govt appears unmoved by industry efforts to extract a further extension of the TASA arrangements....
Funds management
BT has revamped its Asgard and BT Wrap platforms ahead of FOFA to help advisers manage FDS, opt-out and conflicted remuneration....
Financial planning
New research shows only one in 10 industry super fund members use their fund’s financial planning services due to lack of interest and awareness. ...
Financial planning
A REST Industry Super survey has found that although Gen Ys need help with their savings, many are reluctant to seek out professional advice....
Financial planning
The AFA will soon be rolling out its revamped mentoring program in an effort to bridge the gap between its GenXt and more experienced advisers....
Editorial
ASIC has established new competency standards around RG 146, but Cecilia Storniolo writes that there are many loose ends that need to be resolved before the ground rules ...
Financial planning
As expected, the Government has limited its Budget support for the financial services regulators....
Funds management
Only one tenth of new ETF investors receive financial advice, according to the BetaShares/Investment Trends ETF Report. ...
Financial planning
Having just emerged as the highest-ranked provider in the Wealth Insights research into service levels, Colonial First State (CFS) has announced a range of upgrades to it...
Editorial
An important statistical snippet came to light during the hearings into legally enshrining the terms ‘financial planner/adviser’ – nearly 50 per cent of planners/advisers...
Policy & Regulation
Colonial First State has introduced an FDS capability and completely removed conflicted remuneration from its platforms ahead of the looming FOFA deadline....
Financial planning
Warning that FOFA fee disclosure requirements will create more problems than they fix....
Financial planning
The Association of Financial Advisers (AFA) has signaled it is devising a "consumer-centric" program for its October national conference on the Gold Coast....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...