FINANCIAL ADVICE
People & Products
ClearView has added five-adviser practice Lambert Investments to its network....
Financial planning
ASFA urges better clarity on FOFA legislation to ensure planners are not exposed to vexatious litigation over scaled advice and best interests....
Policy & Regulation
While the majority of self managed superannuation fund (SMSF) professionals believe the proposed Future of Financial Advice (FOFA) changes will improve the standard of fi...
Financial planning
Patron Financial Advice has opposed a Financial Services Council proposal to introduce a binding standard for insurance business, saying it would restrict consumer choice...
Editorial
Despite some media reports to the contrary, Mike Taylor writes that the top 20 licensees in the financial planning industry emerged in reasonable shape from ASIC’s review...
Editorial
Putting aside the increasingly open question of whether the Gillard Labor Government will remain in power long enough to oversee the implementation of its Future of Finan...
Policy & Regulation
The FPA has expressed concern that lack of clarity in the FOFA legislation could undermine practice valuations....
Financial planning
The Industry Super Network (ISN) has called for "watertight" consumer protection requirements to guard against future financial planning "scandals"....
Financial planning
The FPA will leverage Google to push traffic to its consumer planning site....
Financial planning
The IPA says removing the accountants' exemption for financial advice on SMSFs could potentially lower access to advice rather than improve it....
Financial planning
Treasury should fix the uncertain best interest guidelines so that advisers are clear on the extent they are protected from legal claims brought by disgruntled clients, a...
Superannuation
If the accountant's exemption is removed when the second tranche of draft Future of Financial Advice (FOFA) legislation is released shortly, it will have positive implica...
Policy & Regulation
With the only winners from FOFA likely to be industry funds and the big end of town, the AFA has called on the Government to delay its implementation beyond 1 July, next ...
Financial planning
Pricing emerges as a key question for financial advisers at the BFPPG conference in Brisbane....
Financial planning
Australian Financial Services (AFS) will launch a private label MDA next month it says is aimed at driving down costs ahead of the introduction of the FOFA reforms....
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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...