FINANCIAL ADVICE
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....
Financial planning
The exits of the banks and the exodus of financial advisers has left the industry in a state of flux, according to HLB Mann Judd head of wealth, Michael Hutton....
Financial planning
Two very different surveys have confirmed that trust sits at the heart of good relationships between advisers and their clients....
Policy & Regulation
Self-Managed Superannuation Funds should be exempted from the Government’s new design and distribution regime because they are not like other financial products, accordin...
SMSF
Wayne Blazejczyk recommended clients with low super balances to set up a SMSF and use an admin service he was the owner of and to invest in a fund that he was the investm...
Life/Risk
Legislation surrounding the regulation of claims handling may have insurers and related parties look to fall under a single Australian Financial Services License to ease ...
Financial planning
The Federal Court has imposed penalties amounting to $9.15 million on Westpac because of its failure as a licensee with respect to poor financial advice provided by a for...
Financial planning
Advisers can use model portfolios to free up time to build and maintain relationships with clients, according to State Street Global Advisors....
Financial planning
The quality of advice provided by retail funds and industry funds have been found to be similar, according to the Australian Securities and Investments Commission....
Policy & Regulation
Westpac has announced another $341 million in provisioning for customer remediation programs....
Policy & Regulation
Seven different regulators combined with three different complaints and disciplinary bodies mean that financial planners have been left sinking in a regulatory swamp....
Financial planning
The question of whether the advice fees deducted by superannuation funds are reasonable and fair is being examined by the Australian Securities and Investments Commission...
Financial planning
New research has confirmed that clients are more aware of advice but are still struggling to understand the value it delivers....
Financial planning
‘Digital is critical’ for the next generation of financial advice, according to AMP chief executive for Australian wealth management Alex Wade. ...
Financial planning
Providing advice with respect to Self-Managed Superannuation Funds is complex and something deserving deeper analysis than the current review of the Tax Practitioners Boa...
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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...