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FINANCIAL ADVICE
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...
Editorial
The Government's Future of Financial Advice proposals may serve to alter the legislative environment but, as Mike Taylor writes, new research suggests much more is requir...
Financial planning
The current reform revolution is a once-in-a-generation opportunity to get it right and improve trust in the industry, but several proposed changes risk taking the reform...
Financial planning
Tight deadlines relating to the implementation of higher adviser education standards will test the UK planning industry....
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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...