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FINANCIAL ADVICE
Financial planning
Financial planners and their clients have to supplant platform providers and fund managers as the price setters in the advice equation, according to Colonial First State ...
Policy & Regulation
The Federal Opposition has declared it will move quickly to repeal the worst elements of the Future of Financial Advice regime....
Policy & Regulation
Australia's two financial services regulators have acknowledged the level of stress and uncertainty being experienced by financial services companies as a result of the G...
Policy & Regulation
Some question the background of key ASIC personnel handling FOFA regulatory development....
Superannuation
New report advocates tailoring SMSF advice to generational needs....
Financial planning
Concerns have been raised about the ever-shrinking independent dealer group sector and the potential impacts on the advice provided to clients in the future....
Editorial
Money Management’s Top 100 Dealer Group data has underscored the re-emergence of institutions as the dominant force in Australian financial planning....
Top 100
Consolidation is changing the face of the financial planning dealer group sector before our eyes, while small-to-medium players continue to struggle....
Financial planning
Financial planners must take into account generational differences when preparing advice for SMSF investors, according to a new report....
Policy & Regulation
The Government has agreed to a FOFA carve-out for commissions paid on time share sales....
Funds management
SFG Australia launches new managed discretionary account products into allied groups - Shadforth, Outlook and Western Pacific....
Editorial
Rushed financial services reforms such as FOFA and Stronger Super are exacting a heavy toll on financial planners and superannuation funds....
Superannuation
On the back of changes announced as part of the FOFA guidelines, My Adviser has announced the launch of a specialist authority to enable accountants to continue to recomm...
Financial planning
In the past six months, Macquarie Private Wealth has added 13 new financial advisers across six of its state offices as it continues to expand its national presence....
Financial planning
The Association of Financial Advisers has warned against going too far to address churn when it is not systemic, and only a few advisers are guilty....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...