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FINANCIAL ADVICE
Superannuation
UMA provider OneVue has picked up nine new boutique advisory groups since September last year....
Editorial
ASIC's guidance on FOFA's fee disclosure requirements prompted an almost audible sigh of relief from the financial planning industry....
Financial planning
AFA canvasses concept that two-tiered code of conduct with ethics and providing good advice is more important than obviating opt-in....
Superannuation
The FPA, in its Treasury submission, has said the Government needs to immediately increase the super contributions cap and implement a longer-term financial plan....
Financial planning
The Australian Securities and Investments Commission (ASIC) has obtained interim court orders against Sydney financial adviser Gabriel Nakhl....
Financial planning
Financial planning dealer group WHK has selected Morningstar Australasia as its research provider....
Financial planning
The FPA has launched a campaign called ‘Bulletproof Financial Planning’ to promote best practice in the industry and support members through the FOFA transition....
Financial planning
The Financial Planning Association has launched a pro bono service to provide financial advice to victims of recent natural disasters around Australia....
Financial planning
The Federal Government has reaffirmed its intention to leave intra-fund advice out of the FOFA adviser charging regime....
Editorial
While financial planners accept the reasons they are required to hold Professional Indemnity insurance, there are signs the system needs a review....
Financial planning
A new survey finds advisers see the Future of Financial Advice reforms in a more positive light, citing efficiency as the most likely legacy of the new legislation....
Accounting
The implementation of the 'limited licence’ regime is likely to result in more accountants becoming fully licensed to provide financial advice, according to JNP Capital d...
Editorial
The good news for accountants involved in the provision of financial advice is that the APESB started 2013 by extending the time-frames with respect to its APES 230 stand...
Financial planning
The financial planning industry has welcomed ASIC's guidance on fee disclosure, though some argue it should have applied only to new clients....
Financial planning
Premium Wealth Management has entered into a deal with Bronny Speed and Angus McLeod's AdviceIQ partners to access the AFSL underpinning PortfolioIQ....
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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?...