FINANCIAL ADVICE
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....
Editorial
Bela Moore and Andrew Tsanadis find some pockets of the financial services industry are hiring while others have brought their recruitment activities to a halt....
Policy & Regulation
Association of Financial Advisers looks to take facilitative approach on implementation of the Future of Financial Advice regulations....
Policy & Regulation
Elixir Consulting has urged financial planners not to leave it too late to remodel their pricing structures before Future of Financial Advice changes come into effect....
Editorial
While the industry has given a broad welcome to the limited licensing regime, accountants will need to be subjected to the same scrutiny as financial planners, writes Mik...
Financial planning
Women need financial advice, and the financial planning industry needs more women, writes AMP Horizons Academy's Tim Steele....
Policy & Regulation
Radar Results points to likely increase in practice sales as financial planners position ahead of 2013 FOFA implementation....
Policy & Regulation
Russell Investments head of advice capability John Nolan says multi-manager funds will avoid inevitable complaints under FOFA's 'best interest' duty....
Financial planning
Zenith has entered into an agreement to provide managed funds research to Brisbane-based FTS Personal Financial Advice, a former client of S&P Funds Services....
Editorial
With FOFA having passed both the House of Representatives and the Senate, all eyes in the financial services industry will now be turned to ASIC and the consequent shape ...
Editorial
Given the end of the 2011/12 financial year also represents the start of a 12 to 14-month countdown to the next federal election, the time available for Bill Shorten to m...
Policy & Regulation
The Association of Financial Advisers has urged a uniform 1 July, 2013 FOFA start date as another legal anomaly has been identified....
Accounting
Two key accounting bodies, CPA Australia and the Institute of Chartered Accountants in Australia, have interpreted the Government's conditional licensing regime as a mean...
Accounting
It may be as late as mid-2013 before the new accountants' advice regime is up and running....
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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...