FINANCIAL ADVICE
Financial planning
The current global financial jitters highlight the value of financial advice, as clients lean on advisers to guide them through difficult times, according to Association ...
Policy & Regulation
The Federal Treasury has admitted it has not done a complex international comparison of the Government's proposed Future of Financial Advice (FOFA) changes and experience...
Policy & Regulation
Financial planning dealer groups will need to embrace technology driven advice models in the new post Future of Financial Advice (FOFA) world, according to the ANZ Wealth...
Financial planning
A Sydney based financial planning practice has switched licensees from Charter to Garvan following an approach from MLC....
Editorial
A recent study has shown that advisers see their client relationship as the primary foundation of their value proposition. Fiona Mackenzie describes the importance of a ...
Superannuation
Chris Jansen explains how providing standalone superannuation advice could be a win-win....
Financial planning
The Federal Government has been taken to task for causing consumer uncertainty by taking an undue amount of time to deliver a new legislative framework covering the finan...
Financial planning
The Financial Planning Association has criticised CHOICE’s partnership with the Big Bank Switch campaign, calling it hypocritical....
Policy & Regulation
The first draft of the legislation flowing from the Government’s proposed Future of Financial Advice (FOFA) changes is now not likely to be made available until nex...
Editorial
A significant portion of the Australian population does not understand what constitutes financial advice and that it remains far too easy for people operating well outsid...
Superannuation
Super funds providing scaled advice to their members may soon be required to play by the same rules as the rest of the financial planning sector, as the corporate regulat...
Financial planning
The way planning practices charge for advice will be key to how well they deal with Future of Financial Advice (FOFA) regulations - and charging an hourly rate is definit...
People & Products
Outgoing ACCC chairman, Graeme Samuel, will soon run the Melbourne office of independent investment bank Greenhill Caliburn....
Top 100
As dealer groups prepare for the new regulatory environment, Benjamin Levy explains the story behind the results of the Top 100 Dealer Groups Survey....
Financial planning
Now is no time for advisers to ease up in terms of lobbying local MPs around FOFA issues, according to AFA chief executive Richard Klipin....
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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...