FINANCIAL ADVICE

Financial planning

The Coalition would immediately replace the "closed-shop, anti-competitive" selection of default funds under modern awards with an "open, transparent and competitive proc...

Financial planning

The Coalition would immediately replace the "closed-shop, anti-competitive" selection of default funds under modern awards with an "open, transparent and competitive proc...

Financial planning

Scaled financial advice is a promising offering receiving a big push from the Government and industry regulators. However, lingering uncertainties are preventing the serv...

Policy & Regulation

The Federal Opposition claims the FOFA bills have never been subject to appropriate best-practice measures....

Financial planning

MLC has launched a support program for accounting businesses looking to offer a more holistic advice service to their clients....

Editorial

Although the process involving the upcoming FOFA reforms commenced a few years ago, the reforms package still looks like an unsolved jigsaw puzzle, writes Pam Roberts....

Editorial

The financial services industry is slowly losing its recruitment drive as economic and regulatory uncertainties linger. However, while some find it difficult to grow, oth...

Editorial

It became apparent during the Parliamentary Joint Committee hearings held to review the Future of Financial Advice (FOFA) bills that the legislation requires significant ...

Financial planning

ipac securities-owned financial planning practice TFS Financial Planning, which has operated in Cairns since 1992, has acquired practices in Atherton and Townsville in no...

Accounting

After months of negotiations, the Federal Government is likely to replace the so-called 'accountant's exemption' with a limited, non-product licensing regime....

Financial planning

Financial planning groups have expressed serious concerns about ASIC's proposal to allow transition-to-retirement (TTR) strategies within intra-fund financial advice....

Financial planning

The Financial Planning Association (FPA) has warned of the hypocrisy of allowing superannuation funds to bundle scaled financial advice costs into an over-arching adminis...

Financial planning

ipac securities-owned financial planning practice TFS Financial Planning, which has operated in Cairns since 1992, has acquired practices in Atherton and Townsville in no...

Financial planning

It is up to the financial planning industry to actively lift its standards regardless of what arises out of the FOFA legislation, according to Association of Financial Ad...

Policy & Regulation

The Opposition is demanding the Government reveal the costs and benefits of its FOFA legislation....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 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 ...

4 months 3 weeks ago

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

6 months 3 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

2 weeks 2 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

1 week 1 day ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

1 week 2 days ago