FINANCIAL ADVICE
Expert Analysis
The financial planning profession is on the cusp of a major growth trajectory as planners and professional associations unite to secure its future, writes Dante De Gori....
Financial planning
Regulation has prompted many financial advisers to leave the industry and has not allowed advice to be scalable, according to Connect Financial Services Brokers....
Financial planning
The Government is wrong in its move to stop people from paying for financial advice from their MySuper accounts, according to the Financial Planning Association....
Financial planning
Major insurer, ClearView is aiming to move its advice businesses to a flat fee approach and standalone dealer group profitability....
Financial planning
A West Australian adviser has told the Federal Treasury that industry funds have been allowed to hide behind intra-fund advice and to create an environment that favours o...
Financial planning
Financial advice can start with one piece and that can build to full advice later as the advice framework fails to lure Australians into receiving full advice, according ...
Financial planning
Australian retirees who are amongst those most needing professional financial advice are at risk of missing out because of the structural imbalances occurring as a result...
Financial planning
At the same time as it seeks to reshape and rebuild its advice business, AMP Limited has called on a Government panel to consider changes which would make it easier to ac...
Superannuation
This has improved its advice services which comes at no extra cost to members and is accessible outside Brisbane’s normal business hours....
Financial planning
Superannuation funds have identified the manner which Government policy changes and increased regulation is pushing the cost of advice beyond the means of many low-income...
Financial planning
Compensation paid by the six largest banking and financial services institutions for fee-for-no-service and non-compliant advice is at $749.7 million, according to the co...
Financial planning
The benefits of comprehensive financial advice significantly outweigh those delivered by intra-fund advice and this should be recognised within the Retirement Income Syst...
Financial planning
Portfolio, financial, and emotional outcomes as a result of financial advice needs to be assessed in the Retirement Income Review, according to Vanguard....
Financial planning
It is the cost of advice rather than trust that is stopping Australians from seeking financial advice, a report has found....
Financial planning
The Financial Planning Association has sought to make very sure that advisers do not get negatively roped into the current debate around stamping fee exemptions....
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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...