FINANCIAL ADVICE
Funds management
The Australian Competition and Consumer Commission (ACCC) is set to shift its focus towards the wealth management industry in 2013, according to Minter Ellison partner Ka...
Policy & Regulation
IOOF has announced a range of changes to the fee structure of its Pursuit platform with an eye to ensuring it is ready for incoming FOFA changes....
Editorial
The Accounting Professional and Ethical Standards Board (APESB) has placed itself in a dangerous place by opting to proceed with the implementation of APES 230 without th...
Financial planning
An updated code of conduct being developed by the big four banks and the Australian Bankers' Association should look to implementing a ban on conflicted remuneration, acc...
Financial planning
Mortgage Choice Financial Planning has embarked on the 'soft launch' of the mortgage broker's planning business, opening the doors to two new franchises....
Financial planning
Decimal's Jan Kolbusz says cloud technology could be the key to providing end-to-end, seamless financial advice....
Editorial
As the planning industry considers ASIC’s consultation paper on conflicted remuneration, Paragem's Ian Knox argues that the spoils will likely go to those with the most t...
Accounting
IPA rejects imposition of APES 230 and flags the development of a more workable alternative standard....
Accounting
The Accounting Professional and Ethical Standards Board has committed to the introduction of the controversial APES 230 effective from 1 July, next year, and subject to t...
Financial planning
The best interests duty appears to have regulatory deficiencies which could be described as the elephants in the room, according to David O’Reilly....
Financial planning
Money Management Platforms and Wraps seminar hears FOFA will not unduly undermine the smaller independents....
Financial planning
There are terms hidden in the upcoming Future of Financial Advice (FOFA) legislation that every financial planner must be familiar with. ...
Funds management
The Australian Securities and Investments Commission (ASIC) has released an updated investor guide on unlisted property schemes, urging investors to seek financial advice...
Editorial
The Australian Securities and Investments Commission (ASIC) last week released its consultation paper Future of Financial Advice: Approval of codes of conduct for exempti...
People & Products
Mercer has expanded its financial advice team in Western Australia with the appointment of Michael Heffernan, the former head of advice with the Government Employees Supe...
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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...