FINANCIAL ADVICE

Financial planning

Financial services organisations should work together to improve planner standards and consumer confidence, according to Finsia....

Financial planning

Chartered Accountants Australia and New Zealand are urging the Government to simplify the arrangements around the tax deductibility of advice fees....

Financial planning

A quarter of the generation Y group prefer going to friends and family for financial advice than professionals. ...

Financial planning

Assistant Treasurer, Josh Frydenberg has outlined the Government’s agenda for planning including the possibility of a national exam and co-regulation....

Financial planning

AMP has posted a solid result for 2014, with underlying profit up 23 per cent year on year, largely driven by growth in its wealth management business. ...

Financial planning

With automated investment advice taking off in the United States over the last three to four years, Malavika Santhebennur investigates whether Australia will follow suit,...

Superannuation

Advisers need to tackle the longevity risk issue among retirees and SMSF holders as more and more outlive their savings....

Financial planning

An increasing number of participants in the financial services industry are subject to a "best interests" obligation in relation to their clients. But what exactly does ...

Financial planning

The FPA has renewed its call for the Government to make up-front advice fees tax deductible and has urged the Budget impact be assessed by the Productivity Commission....

Financial planning

After this week’s leadership challenge the Federal Government will not waste political capital championing changes to FOFA according to the AFA....

Financial planning

A doctor-style fee-for-service model for all advice, including life insurance, would create unsustainability in the financial planning sector and prevent specialisation, ...

Financial planning

Constant flip flopping of FOFA laws have left advisers in limbo over what regulations constitute as law, Holly Nethercote believes....

Financial planning

Non-aligned dealer group Capstone has teamed up with peak accountancy body the IPA as the deadline approaches for the removal of the accountants’ exemption next year....

Financial planning

Beyond what they see in media headlines, many consumers have no idea what a financial planner does, a wealth management veteran believes. ...

Editorial

As the financial planning industry proceeds further into 2015 it must accept little or no further change to FOFA but a range of new debates and opportunities....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 4 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 4 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

3 days 20 hours ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

1 week 6 days ago