FINANCIAL ADVICE

Policy & Regulation

The key lobby groups making up the financial services industry are hoping to see the first draft of the legislation emanating from the Government’s Future of Financ...

Financial planning

The Australian Institute of Superannuation Trustees (AIST) has taken a largely sympathetic approach to an option within a Treasury options paper to alter the Australian F...

Editorial

The role of licensee payments from platform providers has become a bone of contention in the financial advice industry, writes Marianne Perkovic....

Editorial

The financial planning industry has ended 2010 amid just as much uncertainty as the beginning of the year, writes Mike Taylor....

Editorial

Robert Keavney recognises the trend for industry super funds to establish financial advice businesses, like their retail competitors. But he asks the question: Whose mone...

Financial planning

Richard Klipin takes a look at 2010 and the impact it has had on the financial planning industry....

Financial planning

New research suggests inadequate competency requirements leave planners struggling with ethics....

Financial planning

Financial planners are ending 2010 in reasonable shape, and while some are feeling uncertain about their prospects for the New Year, many are exercising caution rather th...

Financial planning

The University of New England has signed an articulation agreement with RG 146 training provider, Mentor Education Group, allowing Mentor graduates to knock up to 42 per ...

Financial planning

The Industry Super Network has produced a new document reinforcing its approach on annual opt-ins and an expansion of intra-fund advice....

Financial planning

The first meeting of the Government’s financial advice advisory panel was held in Sydney yesterday, but the panel members have been asked to keep the issues discuss...

Financial planning

Financial planners will be closely watching the discussion and debate surrounding the Future of Financial Advice (FOFA) reforms....

Financial planning

As the financial services industry prepares for a major legislative change, experts claim that platforms remain at the heart of the financial advice industry. ...

Editorial

Whatever ASIC says about its inaction over the collapse of Storm Financial, the FOFA reforms will not prevent history repeating itself, writes Mike Taylor....

Policy & Regulation

The lift in financial advice standards proposed by the Future of Financial Advice (FOFA) reforms is a step in the right direction, but it is not enough, according to Glob...

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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