FINANCIAL ADVICE

Financial planning

IOOF Holdings has acquired a minority stake in boutique financial advice firm Patron Financial Advice....

Superannuation

The Government has been warned of both cost and tax implications from banning all risk commissions within superannuation....

Editorial

Financial planners could be forgiven for suffering reform fatigue - and the release, last week, of Richard St John's consultation paper, Review of compensation arrangemen...

Financial planning

The Financial Services Council has confirmed transitional arrangements on volume rebates involving the grandfathering of those existing before 30 June, 2012....

Superannuation

There is a massive disconnect between the demand for financial advice among super fund members and their willingness to pay for it, according to Investment Trends researc...

Policy & Regulation

The FPA has outlined concerns about opt-in provisions and insurance bans within super outlined in the Government's Future of Financial Advice reforms....

Superannuation

The Federal Government’s Future of Financial Advice reforms have banned all risk commissions in super and volume rebates at the same time as imposing a two-year opt-in on...

Financial planning

Issues surrounding adviser liability remain a concern and will be discussed during the next phase of Government consultation regarding investor compensation, according to...

Financial planning

The National Institute of Accountants (NIA) has opposed moves from financial planning bodies to have the use of the terms 'financial planner' and 'financial adviser' rest...

Financial planning

Money Management recently hosted a roundtable about the effects of the Government’s proposed Future of Financial Advice reforms. The key concern of those present wa...

Policy & Regulation

The Federal Government's Future of Financial Advice (FOFA) changes carry with them the genuine risk of benefiting the big banks, institutions and industry funds at the ex...

Financial planning

With the Government promising to increase education requirements for financial planners through its Future of Financial Advice (FOFA) reforms package, the AMP Horizons Ac...

Financial planning

Suncorp chief executive warns of negative consumer impact of 'churn'....

Policy & Regulation

Shadforth Financial Group chief executive Tony Fenning believes the implementation of the Future of Financial Advice (FOFA) reforms is likely to entail a lot of work with...

Policy & Regulation

The Government's Future of Financial Advice reforms may actually be a time bomb, according to Synchron's independent chair Michael Harrison....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 2 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 1 week ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 2 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

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The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

3 weeks 3 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

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