FINANCIAL ADVICE

Financial planning

The Australian Bankers Association has called for greater clarity on what represents advice with respect to superannuation....

image
Financial planning

AXA has defended the role of financial planning in superannuation, but it embraces UK proposals based on 'independent' and 'restricted' advisers....

Financial planning

Tower Australia Limited chief executive Jim Minto believes superannuation trustees should be better qualified....

image
Financial planning

The IFSA submission to the Cooper Review has argued that advice should be expressly recognised in superannuation legislation....

Financial planning

Super funds rejecting intra-fund advice relief and turning to the associated Regulatory Guide to develop advice offerings....

image
Financial planning

We have all heard the latest preachers of strategy, but when it comes down to the crunch, that is all we have, writes Nick Blomfield....

Financial planning

Having moved substantially out of the funds management arena, MMC Contrarian has targeted financial planning as its growth driver....

image
Editorial

To what degree should dealer groups filter the data they receive from research houses and what impact is this having on the quality of financial advice?...

image
Financial planning

The PJC on Corporations and Financial Services is gauging the industry's reaction to the possible implementation of a two-tier advice system of independent and affiliated...

image
Financial planning

The Parliamentary Joint Committee has been told that the absence of tax deductibility with respect to fee-for-service advice is creating a market distortion....

image
Financial planning

IFSA has called for full tax deductibility of financial advice at an inquiry hearing today into financial products and services before the Parliamentary Joint Committee o...

Financial planning

The practice of offering low cost SOAs and initial advice to potential clients and recouping the costs later is distorting the true cost of financial advice....

image
Editorial

The cost of providing financial advice has not been readily measured or quantified across the industry, writes Paul Barrett....

image
Financial planning

Equity manager PM Capital has called for an end to payments from fund managers to financial planners, dealer groups and research houses, despite sourcing most of its $1.5...

Funds management

Investing in carefully selected satellite investments is the 'best way' to generate alpha, representing a superior alternative to active investment management, according ...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 2 weeks ago

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

4 months 2 weeks ago

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

6 months 3 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

5 days 2 hours ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

6 days 5 hours ago