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Financial planning
Dealer group heads expect to see the initial influx of accountants to planning under the new licensing regime....
Accounting
Financial advisers should require more than one semester unit in tax law if they want to be licensed to provide tax advice, the Institute of Public Accountants believes....
Financial planning
The directors and trustees of investment companies carry far less regulatory onus than financial planners, according to Centrepoint Alliance....
The high cost of financial advice is hindering superannuation funds from tailoring their MySuper products to their members’ needs, CIFR research director Geoff Warren bel...
Financial planning
Law firm Maurice Blackburn has issued a warning on the Macquarie client compensation processes and the dangers of vertically integrated advice....
Financial planning
The AFA says advisers are too often being blamed for product failures and the misdeeds of others....
Financial planning
Potential mis-selling and poor advice are likely in the forestry managed investment scheme sector if amendments to FOFA are allowed to proceed, according to Industry Supe...
Financial planning
A statutory compensation scheme for victims of financial adviser misconduct would force well-managed licensees to bail out those who failed in their obligations according...
Superannuation
Calls by the Parliamentary Joint Committee for financial advisers to undertake specialist self-managed super fund training if they advise in this area has received a tick...
Financial planning
The FSC has told a Parliamentary Committee that ASIC needs to get more proactive in pursuing enforcement when planning breaches occur....
Financial planning
The Findex Group has formally acquired financial planning and accounting firm Crowe Horwath after eyeing the business for months. ...
Financial planning
The AIST has called on the Government to draw a distinction between bank aligned and independent financial planners....
Financial planning
Advisers are expected to exit institutions en masse in 2015, with the product-heavy vertically integrated model facing an “adapt or die” future under the new advice regim...
Financial planning
BTFG has gained some key insights from those using its adviser register and comments facility, Adviser View....
Policy & Regulation
The FSI final report has placed stockbrokers squarely in the regulatory cross-hairs....
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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...