FINANCIAL ADVICE

Superannuation

The Government should amend the tax system to help Australians build their retirement savings, Financial Planning Association (FPA) chief executive Mark Rantall has said ...

Financial planning

Outsourcing platform administration to Macquarie will help Perpetual to increase its focus on high net worth clients and increase its scale and capabilities, according to...

Financial planning

Outsourcing platform administration to Macquarie will help Perpetual to increase its focus on high net worth clients and increase its scale and capabilities, according to...

Financial planning

The Australian Securities and Investments Commission (ASIC) believes the liability for scaled online financial advice should fall on a financial planner, but a lack of sp...

Financial planning

Financial planning fees are the most commonly mentioned barrier to consumers taking up financial advice, according to CoreData's latest mystery shopping exercise conducte...

Financial planning

Elixir Consulting has launched a follow-up survey to its Adviser Pricing Models Research which looks at obstacles and methods used by financial planners in creating a fee...

Superannuation

Bendigo Wealth is targeting fee-for-service independent financial advisers (IFAs) with the launch of a low-cost, 'true-to-label' superannuation product called SmartStart ...

Policy & Regulation

Detail is still missing from recently announced draft Future of Financial Advice reforms, and the 2012 implementation dates for some changes are too soon for industry par...

Policy & Regulation

The Industry Super Network has welcomed the second tranche of FOFA and offered help to Govt on developing the fine detail....

Policy & Regulation

When the "best interests" duties contained in the Future of Financial Advice (FOFA) reforms become law, the lack of a legal precedent will see the Financial Ombudsman Ser...

Financial planning

Almost half of financial planners have received soft dollar benefits from businesses other than their dealer group, but only 7 per cent were given incentives valued over ...

Policy & Regulation

Prime Minister Julia Gillard's strong support for the Industry Super Network on opt-in has prompted calls by the AFA for a declaration of the Government's real agenda....

Policy & Regulation

Independent dealer groups can still thrive in the post-Future of Financial Advice environment given the right structure, according to the Australian Financial Services (A...

Financial planning

ASIC has been told its class order relief on intra-fund advice might have been better used if it had been available to related entities....

Financial planning

Guardian has begun offering free risk-based statements of advice to its financial planners using an in-house paraplanning service....

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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 2 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....

2 weeks 5 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

4 weeks ago

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

1 week ago
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