FINANCIAL ADVICE
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....
Financial planning
Financial planners have been warned they risk failing recommended fiduciary requirements to act in their clients' best interests if they choose not to advise on margin le...
Editorial
Industry Super Network's spokesman David Whiteley has criticised the Financial Planning Association's position on commissions associated with the sale of life insurance....
Financial planning
The Australian Bankers' Association has warned of the consequences of too much focus being placed on superannuation in the provision of financial advice....
Financial planning
The Industry Super Network has paid for new research into financial planning. The research predicts a rosy future for intra-fund advice, but little change for holistic ad...
Financial planning
Big West Australian fund GESB wants more effort put into telling consumers about the value of advice....
Financial planning
Australian women are more likely to seek financial advice from friends and family, while men are more likely to get advice from the media or a professional....
Editorial
Bryan Ashenden takes a look at the far-reaching impact the recommendations of the Ripoll Inquiry could have on the financial services industry....
Financial planning
Consultum head Stuart Abley argues while fee-for-service will benefit the industry, both advisers and clients must retain the right to choose their remuneration model....
Financial planning
Perpetual warns the Government against adopting a default approach to the provision of advice within super....
Financial planning
Consumer group Choice has argued financial advice is not always necessary in super and can actually disadvantage consumers....
Financial planning
ASFA has urged the Cooper Review to separate out advice fees in relation to super and to eliminate commission-based remuneration....
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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...