FINANCIAL ADVICE

Policy & Regulation

The Federal Opposition has signalled it remains to be convinced about either introducing or supporting legislation which would restrict the use of the terms 'financial pl...

Superannuation

Industry experts believe proposed legislation and a new licensing regime will give way to like-for-like cost comparisons between SMSFs, industry and retail superannuation...

Financial planning

Money Management is seeking readers' views on some of the organisations representing financial planners....

Financial planning

Financial planning licensee Capstone has announced further enhancements to its XPLAN advice technology platform to deal with FOFA changes....

Policy & Regulation

ASIC confirms it was consulted in negotiations involving the Financial Planning Association around last minute-changes to FOFA....

Financial planning

The Institute of Public Accountants' affiliation with MLC and AMP/AXA will not threaten its members' independence, says IPA general manager Vicki Stylianou....

Accounting

Treasury officials tell Senate Committee accountants will be moved into FOFA world....

Superannuation

The same timing problems which impacted FOFA are now impacting MySuper....

Financial planning

Younger financial planners are snapping up C & D client lists from established practices and treating them as a referral source, according to NAB Financial Planner Bankin...

Editorial

With the FOFA, Stronger Super and MySuper reforms finally taking shape, the financial services industry has a clearer picture of what the future holds, writes Chris Kenne...

Editorial

With the Parliamentary Joint Committee on Corporations and Financial Services having last week handed down its final report on the collapse of Trio Capital, it is worth r...

Policy & Regulation

The newly released draft FOFA regulations indicate all financial contracts entered into prior to the application date of new regulations will be grandfathered....

Financial planning

The apparent eruption of a financial planning distribution turf war in the immediate aftermath of the acquisition of Count Financial by the Commonwealth Bank has led to w...

Financial planning

AMPFS boss says the Financial Planning Association's control of CFP designation hands it an advantage....

Financial planning

AMP has signaled it will be pushing further into providing financial advice to the post-retirement sector....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 3 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

1 week 3 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

3 weeks 4 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 weeks 1 day ago