FINANCIAL ADVICE
Financial planning
AIST calls for subsidisation of pre-retirement financial advice and tax deductibility for other advice....
Financial planning
A Financial Services Partners (FSP) practice has created an education tool intended to help members of generations x and y see the value in getting financial advice....
Editorial
A recent parliamentary report lamented the poor educational skills of 'mum and dad' investors and their inability to critically analyse retail investment products. But is...
Financial planning
Having proven itself resilient, it is time for the Australian funds management industry to take its skills and experience to the world, writes John Brogden....
Superannuation
SMSF trustees making changes to their portfolio were more likely to have followed planning advice to seek better returns, while more than half of non-SMSF investors made ...
Editorial
The findings of the Ripoll Inquiry have been broadly welcomed by the financial planning industry, but as Mike Taylor reports, they will ultimately be diluted by the findi...
Financial planning
The institute of actuaries has urged the separation of advice costs as part of a broader subdivision of superannuation fund investment and administration costs....
Financial planning
Commission rebate services may be perceived as competing with financial advisers, but they can actually help advisers place control over fees back into the hands of clien...
Financial planning
The big universities-based fund UniSuper has opted for an in-house approach to financial planning based on fee-for-service and salaried planners....
Editorial
It is time for Industry Super Network's David Whiteley to put down the verbal cudgels and for his industry funds’ backers to cease their consequent expenditure of members...
Financial planning
The Minister for Financial Services, Chris Bowen makes clear the Ripoll Inquiry will not be viewed by the Government in isolation, with much now depending on the findings...
Financial planning
The Parliamentary Joint Committee that has investigated aspects of the financial services industry over the past nine months has made 11 wide-ranging reform recommendatio...
Financial planning
Association of Superannuation Funds of Australia (ASFA) chief Pauline Vamos is concerned that financial planners aren't responding to different retirement phases with dif...
Financial planning
The Association of Financial Advisers (AFA) has endorsed the drive to raise the financial planning education bar, however, CEO Richard Klipin said theoretical knowledge m...
Superannuation
The Australian Securities and Investments Commission has banned a NSW financial adviser from providing financial services for 10 years after finding he failed to disclose...
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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...