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FINANCIAL ADVICE
Financial planning
The independents in the House of Representatives have become the target of lobbying efforts on the part of the financial planning industry....
Editorial
The Assistant Treasurer, Bill Shorten, faces the prospect of some serious horse-trading in both houses of Parliament to get the financial advice 'opt in' legislation pass...
Editorial
Customers take out insurance through a multitude of channels, including directly and via financial advisers. And with a major underinsurance issue in Australia and a huge...
Financial planning
If the shift to a fee-for-service model does come into play next year as part of the Government’s Future of Financial Advice (FOFA) reforms, it is expected that lis...
Editorial
Financial planners may be upset with Club Plus' Paul Cahill for some of his recent comments, but they should embrace his acknowledgement of the value of advice, Mike Tayl...
Financial planning
The financial planning industry appears to have extracted a workable truce on rules about the provision of tax advice....
Financial planning
An online petition addressed to the Minster for Financial Services and Superannuation, Bill Shorten, is calling for ‘opt in’ to be scrapped....
Superannuation
Superannuation funds are being urged to make sure they are ready to provide financial advice to members in a sustainable way over the coming year....
Financial planning
Although most advisers are working to improve the public image of the advice industry, the next generation is in a better position to do so....
Financial planning
Despite evidence showing increasing consumer demand for Internet and phone-based simple financial advice outside of super, the industry seems to be moving at a snail’s pa...
Superannuation
Super fund members are reluctant to take up financial advice due to lack of knowledge in what the offering entails and the cost involved, according to research by Profess...
Editorial
With draft legislation resulting from the Future of Financial Advice reforms due out within months, Mike Taylor writes that much more is at stake than how financial plann...
Policy & Regulation
One of the unintended consequences of the Government’s Future of Financial Advice (FOFA) reforms may be a shortage of 'generalist' financial planners, according to ...
Policy & Regulation
The legislative changes evolving from the Future of Financial Advice (FOFA) reforms may force the Federal Government to finally move on the tax treatment of legacy financ...
Financial planning
There is a distinct difference in adequate levels of insurance between people who have received financial advice and those who have not, according to a new piece of resea...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...