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FINANCIAL ADVICE
Editorial
The Investment and Financial Services Association’s (IFSA) sponsorship of research by KPMG and Econotech that defines the value of financial advice was both necessary and...
Superannuation
The financial services industry has been called upon to step up to its social obligations when dealing with trustees of self-managed superannuation funds....
Financial planning
According to Lifeplan Funds Management's Financial Advice Satisfaction Index, the perception that portfolio performance is due to financial advice has increased by 9 per ...
Financial planning
The proposed deal between AMP and AXA Asia Pacific could see AMP as the dominant force in the financial planning marketplace, with the number of AMP-aligned planners doub...
Editorial
If one thing has been made clear in our examination of platforms and wraps in Money Management, it is that financial planning operates within a highly commercial and, th...
Financial planning
ASIC has defined the number of clients lost by financial planners last financial year....
Financial planning
New IFSA commissioned research has confirmed not only the value financial advice delivers to individuals but also to the broader Australian economy....
Financial planning
The Australian Bankers Association has called for greater clarity on what represents advice with respect to superannuation....
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....
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....
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....
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?...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...