FINANCIAL ADVICE
Financial planning
ASIC has accepted an enforceable undertaking from a Commonwealth Financial Planning financial adviser that sees him banned from financial services for two years for faili...
Financial planning
BFPPG urges PJC to recognise need to separate product from financial advice by banning volume rebates....
Financial planning
New research reveals growing numbers of financial planners willing to recommend industry super funds, while NAB/MLC emerge as top brand....
Policy & Regulation
The FPA has warned the Parliamentary Joint Committee the FOFA bills, as drafted, will fail to meet the objectives of better and more accessible financial advice....
Policy & Regulation
NAB/MLC have warned that FOFA fee disclosure proposals will add millions to the financial advice process....
Policy & Regulation
The FOFA changes have failed to provide an appropriate model for fees to be charged for services provided on a group basis, significantly disadvantaging those assisting c...
Financial planning
With widespread industry concern surrounding the proposed changes, all eyes remain firmly locked on the progress of the FOFA reforms as we move into 2012 and ever-closer ...
Financial planning
Having completed a rebranding and a strategic repositioning, Guardian Advice enters 2012 with an ambitious plan to expand its financial adviser base over the next three y...
Policy & Regulation
ANZ urges the Government to reconsider its FOFA timetable and an alignment with MySuper....
Financial planning
HUB24, the investment and superannuation platform business of Investorfirst, has added two more dealer groups to its client list....
Financial planning
Many superannuation fund members will not engage in financial advice unless it is paid for from super administration fees....
Financial planning
The provision of scaled and limited financial advice, particularly over the phone, will be a key value proposition in attracting both financial advisers and clients to AN...
Funds management
Former co-head of iShares Tim Bradbury has launched ETF Consulting, a specialist exchange traded fund (ETF) consulting and training firm targeting financial advisers, ins...
Policy & Regulation
ASIC will release regulatory guidance on FOFA reforms in time for a 1 July 2012 implementation date - if the bills pass parliament in time....
Financial planning
Bill Shorten has been delivered a mega-portfolio by being elevated to Cabinet as Minister for Workplace Relations while retaining responsibility for both financial servic...
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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...