FINANCIAL ADVICE

Editorial

The electoral cycle has overtaken the Government's agenda to change the financial planning industry and, as Mike Taylor reports, the ultimate outcome will be dictated by ...

Financial planning

Both the National Information Centre for Retirement Investments (NICRI) and the Senior Australians Equity Release Association of Lenders (SEQUAL) are currently lobbying t...

Financial planning

The Federal Opposition claims to have been inundated with expressions of concern from small business financial planners over the Government's Future of Financial Advice c...

Financial planning

The Financial Services Institute of Australasia (Finsia) has launched a new professional designation for the financial services industry, one that could test the relevanc...

Financial planning

The Financial Planning Association (FPA) and Association of Financial Advisers (AFA) are keen to have representation on the Future of Financial Advice expert advisory pan...

Financial planning

Women in the Australian financial services industry do not feel they are afforded the same opportunities as their male counterparts, particularly where remuneration and p...

Financial planning

The Senior Australians Equity Release Association of Lenders (SEQUAL) is working with Treasury and industry organisations to develop cost-effective financial advice regar...

Funds management

Wealthy and Wise Lifestyle Planning will be opening a chain of retail shopfronts that will serve as one-stop-shops for both financial advice and real estate services....

Financial planning

Industry superannuation fund LUCRF Super has joined the growing list of funds providing advice under an AFSL....

Financial planning

The AFA has heightened its calls for financial advice to become tax deductible, while the NIA says Australia will have to wait for serious tax reform....

Financial planning

Advisers should utilise the proposed overhaul of financial advice as an opportunity to review more than just their remuneration structure, according to Strategy Steps dir...

Financial planning

Dealer groups owned by product providers will prosper while mid to large-scale independent planning groups may struggle to survive under financial advice industry reforms...

Financial planning

Key bodies representing the financial services industry have broadly welcomed the Rudd Government's plans to overhaul the financial advice industry, but there are some ca...

Superannuation

Accountants will no longer be able to provide advice on the establishment or closure of SMSFs without holding an Australian Financial Services Licence if reforms announce...

Editorial

The debate about financial advice commissions has moved onto insurance products....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 4 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

8 months ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

2 weeks 6 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

3 weeks 4 days ago

The Federal Court has made interim travel restraint orders against two Falcon Capital directors, while also freezing one director’s assets....

3 weeks 5 days ago