FINANCIAL ADVICE
Financial planning
Low-cost, simple financial advice should be incorporated into MySuper and the costs bundled along with overall superannuation costs, according to Mercer....
Financial planning
As the needs of dealer groups and financial planners change in the wake of the evolving Future of Financial Advice (FOFA) reforms, platform enhancements will play a signi...
Financial planning
The Government has established a framework that would allow fiduciary duty to be circumvented by some financial planners, according to the Boutique Financial Planning Pri...
Policy & Regulation
Radar Results points to 10 per cent decline in some practice values since FOFA announcement....
Financial planning
Matrix Planning Solutions strongly denies report it is looking for a buyer ahead of FOFA changes....
Policy & Regulation
The original intent of the Government's Future of Financial Advice (FOFA) reforms was to create enhanced transparency and better outcomes for investors, but this rhetoric...
Financial planning
New Finsia head Russell Thomas has identified a renewed focus on the organisation's membership as a key priority as he starts his term as chief executive and managing dir...
Financial planning
A leading financial planning spokesperson has said that the Future of Financial Advice (FOFA) reforms will push wealth management groups into the old 'one-stop-shop' busi...
Financial planning
AMP chief executive Craig Dunn has outlined how his company will approach the merger with AXA Asia Pacific, stating adviser retention and customer satisfaction will be tw...
Editorial
ASIC did not receive more funding from last Tuesday's Budget but it can expect to do so in years to come as it takes on more responsibility for delivering and overseeing ...
Financial planning
Platform providers will have an ideal opportunity to manage and run the opt-in requirement on behalf of financial planners, once the Government's Future of Financial Advi...
Financial planning
RI Group, formerly RetireInvest, forms alliance with Tasmanian institution to provide financial advice....
Financial planning
Two people have been banned from providing financial services for five and three years respectively, following separate investigations by the Australian Securities and In...
Financial planning
Count will apply for second AFSL and aim to become the IDPS operator and RSE with respect to its strategic platform offerings in response to the banning of volume-related...
Financial planning
Sentiment among Australian financial advisers appeared to be heading down even before last week's Government announcement about the Future of Financial Advice changes....
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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...