FINANCIAL ADVICE

Editorial

To be regarded as a serious profession, the industry must differentiate between properly qualified financial planners and those with lesser qualifications, writes Mike Ta...

Policy & Regulation

While Australia’s big wealth management firms are well placed to adjust to the FOFA reforms, the smaller players will struggle....

Financial planning

Financial planners should be licensed under the Tax Practitioners Board (TPB) like any other industry that provides limited or other tax agent services, according to the ...

Editorial

Efficiency is key when it comes to choosing financial advice software, writes GEM Capital's Mark Draper....

Financial planning

The entry-level requirements for the provision of financial advice may soon be lifted from their very low base, with the corporate regulator undertaking consultation with...

Financial planning

The Federal Government has revealed its 16-member advisory panel for financial advice and professional standards....

Financial planning

The AFA has moved to the business planning stage of a pro-advice advertising campaign on the back of strong financial support from members....

Financial planning

Infocus Money Management has launched a client management system that it says will dramatically reduce the cost of providing advice by producing advice documents more qui...

Editorial

Regulators perpetually struggle to create a healthy environment for the provision of financial advice, however, Robert Keavney identifies several areas where they have mi...

Financial planning

AMP’s Dunn declares the merger with AXA AP will see a company with financial advice at its heart....

Financial planning

The Australian Securities and Investments Commission has banned a former Gold Coast adviser for 10 years after investigations into the advice she gave relating to investm...

Financial planning

The introduction of a statutory fiduciary duty for advisers could see the financial services industry return to the agent and broker models of its roots....

Policy & Regulation

Further research has confirmed concerns around the FOFA changes driving up the cost of advice....

Financial planning

New research suggests that Australians value advice from friends and family more than that provided by advisers....

Policy & Regulation

New research reveals the way the banning of commissions and the implementation of FOFA will push up the cost of advice....

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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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