FINANCIAL ADVICE

Financial planning

Superannuation funds find it difficult to communicate with members on an opt-in basis....

Financial planning

The FPA has described recent comments from sections of the trade union superannuation movement advocating an opt-in payment structure for financial advice as ‘alarm...

Financial planning

A Money Management survey has suggested the cost of opt-in will not be cheap and it will be carried by clients....

Financial planning

The Association of Financial Advisers (AFA) has announced a plan that will see its Fellow Chartered Financial Practitioner (FchFP) designation positioned into a pathway t...

Financial planning

The consequences of breaching fiduciary duty under the Government’s Future of Financial Advice (FOFA) reforms could be much steeper than first thought, with the pos...

Financial planning

Industry Super Network uses more research to pressure Govt on annual opt in....

Financial planning

Macquarie Banking and Financial Services Group (MBFSG) has reappointed Mercer to provide investment research and consulting services for the next three years....

Superannuation

Expanded intra-fund advice would not compromise the quality of financial advice Australians receive because it is governed by the same rules and regulations as other advi...

Financial planning

The FSC has proposed a three-year renewal framework, which would allow consumers to opt out and cease payments at any time, as an alternative to the opt in proposals....

Financial planning

The Industry Super Network has commissioned a poll it claims proves its point on annual opt in....

Policy & Regulation

The principles of the Future of Financial Advice (FOFA) reforms should be extended across a broader range of financial services roles and products, and not just stop at f...

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...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

3 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

1 week 5 days ago