FINANCIAL ADVICE
Financial planning
While many would agree the current educational requirements for entry into financial planning are inadequate, there is little common ground on how to resolve the issue, w...
Financial planning
The Credit Ombudsman Service Limited has emerged as a competitor to the Financial Ombudsman Service (FOS)....
Financial planning
The Government has seriously misread the major issues relating to financial advice, according to the chief executive of the Association of Financial Advisers (AFA), Richa...
Superannuation
The demand for specialist self-managed super fund (SMSF) accreditation has jumped dramatically in light of the Future of Financial Advice and Cooper Review reform recomme...
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...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...