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FINANCIAL ADVICE
Financial planning
ASIC has accepted an EU offered by Financial Index Australia after surveillance found various concerns in policies and procedures in its financial advice business....
Policy & Regulation
The Financial Planning Association claims financial advisers working in the tax arena are ‘invisible’ to the ATO and are being prevented from sufficiently representing th...
Features
Financial advisers are in a privileged position to help clients through key life stages and understanding their needs is key to the value of advice, Bryan Ashenden writes...
Financial planning
ASIC has banned a former Magnitude Group adviser from providing financial services for three years after he breached best interests duty....
Features
The financial advice industry needs to justify its use and/or retention of the various investment constituents that make up their portfolios to remain relevant, Clayton C...
Financial planning
The Australian Securities and Investments Commission has clarified the rules around which advisers can call themselves independently-owned and has provided a facilitative...
People & Products
Financial services technology firm, MA Operator, has launched uXchange promising lower fees and straight through processing....
Financial planning
The imposition of the new fiduciary rule in the US where advisers would be legally bound to act in the clients’ best interests demonstrated this trend was not limited to...
Features
Wayne Wilson looks at the top factors that drive and improve financial advice practice profitability....
Tools & guides
David Barrett looks at what financial advisers need to understand now that the TTR changes come into place....
Financial planning
Major consultancy, KPMG, has urged that superannuation funds providing CIPRs be full licensed to provide financial advice....
People & Products
Andrew Kennedy has been confirmed as chief executive of Total Financial Solutions Australia, moving up from his acting CEO role....
Features
While the demand and need for financial advice is growing, advisers still feel that there are barriers to client acquisition and that the advice environment is challengin...
Financial planning
The low number of practices with a succession plan, combined with an ageing financial advice industry, can mean principals will be forced to sell businesses at a much low...
Features
Hope William-Smith looks at how changing family structures and the ageing population have required advisers to upgrade their estate planning expertise and how they are em...
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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...