FINANCIAL ADVICE

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....

Policy & Regulation

Paragem’s network expands as the company sees promise in the FOFA reforms....

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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....

1 week 6 days ago

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

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A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

3 weeks 5 days ago
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