FINANCIAL ADVICE

Financial planning

Calls for independent inquiry into Australian financial system to redress undue influence of major banks....

Editorial

Even the strongest of client relationships can be tested when returns are weak. As Tom Reddacliff explains, long-term relationships between financial planners and their c...

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...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 3 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 1 day ago
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