FINANCIAL ADVICE

Financial planning

Wealth Today has announced the appointment of Bob Scherini as head of adviser services....

Policy & Regulation

The number of Australians receiving financial advice will double under the FOFA reforms while the number of advisers will remain stable, according to research commissione...

Policy & Regulation

The financial planning industry is remaining vigilant despite Government assurances on FOFA bills' debate timing....

Policy & Regulation

The Opposition will seek the support of the Independents to prevent the Government debating FOFA ahead of the PJC findings....

Financial planning

Scaled financial advice will be the driving force for member engagement in 2012, writes Jye Tucker....

Policy & Regulation

FOFA's approach to financial advice delivered by superannuation funds could result in conflicting decisions on disputes in different jurisdictions....

Policy & Regulation

As many as 35,000 people in the financial advice industry will lose their jobs if the proposed FOFA reforms go ahead without amendment, according to the Association of Fi...

Editorial

Many definitions within life insurance have been subject to drastic changes as time rolled past. However, Col Fullagar notes income-protection cover definition is one of ...

Financial planning

The Financial Planning Association (FPA) has joined the push for the Government to make advice fees tax deductible while continuing to press its case for the restricted u...

Financial planning

CHOICE chair Jenni Mack has dismissed claims by the Opposition that the imposition of an annual fee disclosure statement came as a complete surprise to the industry....

Policy & Regulation

ASFA has pointed to "material differences" between what the Government has promised on FOFA and what is contained in its draft legislation....

Financial planning

CHOICE chair Jenni Mack has dismissed claims by the Opposition that the imposition of an annual fee disclosure statement came as a complete surprise to the industry....

Financial planning

Provisio has forecast that the demand for online financial advice technologies is set to surge as the industry grapples with ways to lower the cost of delivering advice i...

Superannuation

ASFA is arguing that superannuation funds need more time to accommodate the changes flowing from MySuper....

Financial planning

The Institute of Chartered Accountants has urged the Government to move on the deductibility of financial advice in the May Budget....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 ago

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

1 week 2 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 ago
moneymanagement logo