FINANCIAL ADVICE
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....
Editorial
The immediate past chairman of the Financial Planning Association, Matthew Rowe, sees considerable significance in the findings of the Joint Parliamentary Committee which...
Superannuation
Vertical integration is off the radar for the time being but may come back if amendments to the FOFA legislation are revived according to ISA. ...
Financial planning
Accounting graduates may prove the “feeding ground” for the evolving financial advice space, according to the head of the AFA. ...
Financial planning
Australia’s growing number of ultra-high net worth individuals (UHNWIs) will require financial advisors with generalist - not just investment - knowledge, a new report re...
Financial planning
A number of advisers have launched a crowd-funding effort to counter the negative publicity which has impacted the planning profession....
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MARKET INSIGHTS
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...