FINANCIAL ADVICE
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...
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....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...