FINANCIAL 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....

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...

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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’...

3 months ago

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

3 months 3 weeks ago

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

4 months ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

2 weeks 5 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

5 days 4 hours ago

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

1 week 2 days ago
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